Money Concepts Capital’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Money Concepts Capital’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
2023 Q4	–	Sell	-154,296	Closed	-$7.27M	–	393
2023 Q3	$7.27M	Buy	+154,296	New	+$7.65M	0.76%	34
2023 Q1	–	Sell	-895	Closed	-$44.6K	–	1648
2022 Q4	$44.6K	Buy	+895	New	+$44.1K	﹤0.01%	1301
2022 Q2	–	Sell	-895	Closed	-$55K	–	2013
2022 Q1	$55K	Buy	+895	New	+$57.2K	﹤0.01%	1196

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

AIMU

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

DILIC

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

RIG

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

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Money Concepts Capital's IGLB Position: Q4 2023 in Review

Money Concepts Capital sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2023, closing a stake of 154,296 shares — an estimated $7.27M sold.

Money Concepts Capital first reported a position in IGLB in Q1 2022 and held it in 3 quarters. The position peaked at $7.27M in Q3 2023. 179 funds tracked by Wall St. Rank hold IGLB as of Q4 2023.

Money Concepts Capital reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Money Concepts Capital sold 154,296 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $7.27M.
Money Concepts Capital first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $7.27M in Q3 2023.
179 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Money Concepts Capital's 13F filing for Q4 2023, filed 12 Feb 2024.