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

Lineweaver Wealth 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
2021 Q2	–	Sell	-75,600	Closed	-$5.04M	–	127
2021 Q1	$5.04M	Sell	75,600 -3,734	-5%	-$257K	1.79%	14
2020 Q4	$5.79M	Sell	79,334 -654	-0.8%	-$46.8K	2.27%	13
2020 Q3	$5.63M	Buy	79,988 +1,560	+2%	+$112K	2.52%	12
2020 Q2	$5.49M	Sell	78,428 -1,323	-2%	-$88.7K	2.79%	11
2020 Q1	$5.07M	Buy	79,751 +668	+0.8%	+$44.5K	3.19%	9
2019 Q4	$5.27M	Buy	+79,083	New	+$5.24M	2.98%	12

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return