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Legacy Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Legacy Financial Advisors’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,712
Closed -$274K – 1018
2018
Q3 		$274K Hold
4,712
– – 0.1% 85
2018
Q2 		$279K Buy
+4,712
New +$276K 0.11% 84

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Advisors's IGLB Position: Q4 2018 in Review

Legacy Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2018, closing a stake of 4,712 shares — an estimated $274K sold.

Legacy Financial Advisors first reported a position in IGLB in Q2 2018 and held it in 2 quarters. The position peaked at $279K in Q2 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q4 2018.

  • Legacy Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,712 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $274K.
  • Legacy Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $279K in Q2 2018.
  • 81 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.