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 $5.7T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return