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

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

AIMU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lineweaver Wealth Advisors's IGLB Position: Q2 2021 in Review

Lineweaver Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2021, closing a stake of 75,600 shares — an estimated $5.04M sold.

Lineweaver Wealth Advisors first reported a position in IGLB in Q4 2019 and held it in 6 quarters. The position peaked at $5.79M in Q4 2020. 161 funds tracked by Wall St. Rank hold IGLB as of Q2 2021.

Lineweaver Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Lineweaver Wealth Advisors sold 75,600 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $5.04M.
Lineweaver Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 6 quarters.
Lineweaver Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5.79M in Q4 2020.
161 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.