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

Pacific Wealth Management’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	-35,010	Closed	-$1.8M	–	26
2023 Q2	$1.8M	Sell	35,010 -787	-2%	-$40.4K	1.17%	17
2023 Q1	$1.88M	Buy	35,797 +202	+0.6%	+$10.5K	1.2%	18
2022 Q4	$1.77M	Sell	35,595 -1,391	-4%	-$68.6K	1.3%	16
2022 Q3	$1.78M	Buy	36,986 +22,542	+156%	+$1.2M	1.58%	13
2022 Q2	$770K	Buy	14,444 +175	+1%	+$9.69K	0.85%	11
2022 Q1	$876K	Sell	14,269 -32,527	-70%	-$2.08M	0.78%	9
2021 Q4	$3.25M	Buy	+46,796	New	+$3.27M	2.47%	8

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 $7.56B AUM 23.82% 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

Pacific Wealth Management's IGLB Position: Q3 2023 in Review

Pacific Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2023, closing a stake of 35,010 shares — an estimated $1.8M sold.

Pacific Wealth Management first reported a position in IGLB in Q4 2021 and held it in 7 quarters. The position peaked at $3.25M in Q4 2021. 152 funds tracked by Wall St. Rank hold IGLB as of Q3 2023.

Pacific Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Pacific Wealth Management sold 35,010 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2023, an estimated $1.8M.
Pacific Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
Pacific Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.25M in Q4 2021.
152 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2023.

Based on Pacific Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.