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

Octavia Wealth 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
2024
Q1 		– Sell
-6,128
Closed -$323K – 228
2023
Q4 		$323K Buy
+6,128
New +$296K 0.06% 167

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Octavia Wealth Advisors's IGLB Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2024, closing a stake of 6,128 shares — an estimated $323K sold.

Octavia Wealth Advisors first reported a position in IGLB in Q4 2023 and held it in 1 quarter. The position peaked at $323K in Q4 2023. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 6,128 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $323K.
  • Octavia Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $323K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.