Liberty Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Liberty Wealth Management’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
2022 Q2	–	Sell	-29,342	Closed	-$1.78M	–	159
2022 Q1	$1.78M	Buy	+29,342	New	+$1.87M	0.64%	37
2021 Q4	–	Sell	-22,346	Closed	-$1.56M	–	55
2021 Q3	$1.55M	Sell	22,346 -12,977	-37%	-$922K	0.55%	36
2021 Q2	$2.48M	Buy	35,323 +22,570	+177%	+$1.54M	0.96%	23
2021 Q1	$905K	Hold	12,753	–	–	0.44%	35
2020 Q4	$905K	Buy	+12,753	New	+$912K	0.44%	35
2020 Q2	–	Sell	-222	Closed	-$14K	–	916
2020 Q1	$14K	Buy	+222	New	+$14.8K	0.01%	413

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Liberty Wealth Management's IGLB Position: Q2 2022 in Review

Liberty Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2022, closing a stake of 29,342 shares — an estimated $1.78M sold.

Liberty Wealth Management first reported a position in IGLB in Q1 2020 and held it in 6 quarters. The position peaked at $2.48M in Q2 2021. 128 funds tracked by Wall St. Rank hold IGLB as of Q2 2022.

Liberty Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Liberty Wealth Management sold 29,342 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $1.78M.
Liberty Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 6 quarters.
Liberty Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.48M in Q2 2021.
128 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Liberty Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.