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Orion Portfolio Solutions’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-6,933
Closed -$203K – 1750
2024
Q1 		$203K Buy
+6,933
New +$356K ﹤0.01% 1616
2020
Q3 		– Sell
-45
Closed -$3K – 1191
2020
Q2 		$3K Sell
45
-357
-89% -$23.9K ﹤0.01% 1650
2020
Q1 		$26K Buy
402
+372
+1,240% +$24.8K ﹤0.01% 757
2019
Q4 		$2K Buy
+30
New +$1.99K ﹤0.01% 1518

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Orion Portfolio Solutions's IGLB Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2024, closing a stake of 6,933 shares — an estimated $203K sold.

Orion Portfolio Solutions first reported a position in IGLB in Q4 2019 and held it in 4 quarters. The position peaked at $203K in Q1 2024. 178 funds tracked by Wall St. Rank hold IGLB as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,933 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $203K.
  • Orion Portfolio Solutions first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Orion Portfolio Solutions's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $203K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.