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Next Financial Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Next Financial Group’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
Q4 		$250K Sell
3,601
-156
-4% -$10.9K 0.02% 808
2021
Q3 		$260K Buy
3,757
+155
+4% +$11K 0.02% 724
2021
Q2 		$253K Buy
3,602
+65
+2% +$4.42K 0.02% 742
2021
Q1 		$236K Buy
3,537
+553
+19% +$38.1K 0.02% 712
2020
Q4 		$218K Buy
2,984
+69
+2% +$4.93K 0.02% 688
2020
Q3 		$205K Buy
2,915
+39
+1% +$2.8K 0.02% 611
2020
Q2 		$201K Buy
2,876
+127
+5% +$8.52K 0.02% 546
2020
Q1 		$175K Sell
2,749
-65
-2% -$4.33K 0.02% 582
2019
Q4 		$188K Buy
2,814
+19
+0.7% +$1.26K 0.02% 722
2019
Q3 		$186K Buy
2,795
+699
+33% +$45.7K 0.02% 703
2019
Q2 		$134K Buy
+2,096
New +$127K 0.01% 806
2019
Q1 		– Sell
-693
Closed -$39K – 1856
2018
Q4 		$39K Buy
+693
New +$38.9K 0.01% 879
2017
Q3 		– Sell
-316
Closed -$19K – 1849
2017
Q2 		$19K Buy
+316
New +$19.1K ﹤0.01% 1107
2017
Q1 		– Sell
-1,090
Closed -$64K – 2063
2016
Q4 		$64K Hold
1,090
– – 0.01% 856
2016
Q3 		$69K Buy
+1,090
New +$69.1K 0.01% 798
2014
Q4 		– Sell
-5,845
Closed -$350K – 2107
2014
Q3 		$350K Buy
+5,845
New +$353K 0.07% 316

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
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
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Next Financial Group's IGLB Position: Q4 2021 in Review

Next Financial Group reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 4.2% in Q4 2021, selling an estimated $10.9K and leaving 3,601 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #808.

Next Financial Group first reported a position in IGLB in Q3 2014 and has held it in 16 quarters since. The position peaked at $350K in Q3 2014. 149 funds tracked by Wall St. Rank hold IGLB as of Q4 2021.

  • Next Financial Group held 3,601 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $250K as of Q4 2021.
  • Next Financial Group sold 156 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $10.9K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #808 holding.
  • Next Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2014 and has held it in 16 quarters since.
  • Next Financial Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $350K in Q3 2014.
  • 149 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.