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

Mutual 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
2023 Q3	–	Sell	-4,778	Closed	-$246K	–	1014
2023 Q2	$246K	Buy	+4,778	New	+$245K	0.01%	874
2022 Q1	–	Sell	-5,658	Closed	-$394K	–	901
2021 Q4	$394K	Sell	5,658 -3,681	-39%	-$257K	0.02%	648
2021 Q3	$647K	Sell	9,339 -3,464	-27%	-$246K	0.04%	476
2021 Q2	$899K	Buy	12,803 +2,091	+20%	+$142K	0.05%	378
2021 Q1	$714K	Buy	+10,712	New	+$738K	0.05%	401

Other funds holding IGLB

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

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

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mutual Advisors's IGLB Position: Q3 2023 in Review

Mutual Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2023, closing a stake of 4,778 shares — an estimated $246K sold.

Mutual Advisors first reported a position in IGLB in Q1 2021 and held it in 5 quarters. The position peaked at $899K in Q2 2021. 152 funds tracked by Wall St. Rank hold IGLB as of Q3 2023.

Mutual Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 4,778 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $246K.
Mutual Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Mutual Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $899K in Q2 2021.
152 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.