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

Litman Gregory 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
2021
Q2 		– Sell
-31
Closed -$2K – 118
2021
Q1 		$2K Hold
31
– – ﹤0.01% 181
2020
Q4 		$2K Hold
31
– – ﹤0.01% 182
2020
Q3 		$2K Hold
31
– – ﹤0.01% 194
2020
Q2 		$2K Hold
31
– – ﹤0.01% 162
2020
Q1 		$2K Hold
31
– – ﹤0.01% 152
2019
Q4 		$2K Hold
31
– – ﹤0.01% 198
2019
Q3 		$2K Hold
31
– – ﹤0.01% 177
2019
Q2 		$2K Buy
+31
New +$1.89K ﹤0.01% 217

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIMU
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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
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

Litman Gregory Wealth Management's IGLB Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2021, closing a stake of 31 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in IGLB in Q2 2019 and held it in 8 quarters. The position peaked at $2K in Q1 2021. 161 funds tracked by Wall St. Rank hold IGLB as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 31 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
  • Litman Gregory Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.