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

Madison Wealth Partners’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
2024 Q3	–	Sell	-4,757	Closed	-$238K	–	151
2024 Q2	$238K	Hold	4,757	–	–	0.08%	113
2024 Q1	$245K	Hold	4,757	–	–	0.09%	109
2023 Q4	$251K	Hold	4,757	–	–	0.1%	102
2023 Q3	$224K	Buy	+4,757	New	+$236K	0.11%	83

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AIMU

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Madison Wealth Partners's IGLB Position: Q3 2024 in Review

Madison Wealth Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 4,757 shares — an estimated $238K sold.

Madison Wealth Partners first reported a position in IGLB in Q3 2023 and held it in 4 quarters. The position peaked at $251K in Q4 2023. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

Madison Wealth Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Madison Wealth Partners sold 4,757 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $238K.
Madison Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 4 quarters.
Madison Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $251K in Q4 2023.
194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Madison Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.