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

One 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
2021
Q3 		– Sell
-18,294
Closed -$1.28M – 224
2021
Q2 		$1.28M Sell
18,294
-1,726
-9% -$117K 0.41% 39
2021
Q1 		$1.33M Buy
+20,020
New +$1.38M 0.51% 23

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $1.55T AUM 33.47% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

One Wealth Advisors's IGLB Position: Q3 2021 in Review

One Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 18,294 shares — an estimated $1.28M sold.

One Wealth Advisors first reported a position in IGLB in Q1 2021 and held it in 2 quarters. The position peaked at $1.33M in Q1 2021. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • One Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • One Wealth Advisors sold 18,294 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $1.28M.
  • One Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • One Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.33M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on One Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.