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

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-268
Closed -$14K – 1113
2022
Q2 		$14K Sell
268
-7
-3% -$388 ﹤0.01% 1132
2022
Q1 		$17K Sell
275
-434
-61% -$27.7K ﹤0.01% 1152
2021
Q4 		$49K Sell
709
-632
-47% -$44.2K 0.01% 868
2021
Q3 		$93K Sell
1,341
-4,733
-78% -$336K 0.02% 677
2021
Q2 		$426K Sell
6,074
-5,308
-47% -$361K 0.08% 260
2021
Q1 		$759K Buy
+11,382
New +$785K 0.17% 136
2018
Q2 		– Sell
-451
Closed -$27K – 738
2018
Q1 		$27K Sell
451
-134
-23% -$8.15K 0.02% 412
2017
Q4 		$38K Buy
585
+251
+75% +$15.7K 0.03% 335
2017
Q3 		$21K Buy
334
+72
+27% +$4.45K 0.02% 394
2017
Q2 		$16K Buy
262
+76
+41% +$4.6K 0.02% 430
2017
Q1 		$11K Buy
+186
New +$11K 0.01% 476

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IGLB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2022, closing a stake of 268 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in IGLB in Q1 2017 and held it in 11 quarters. The position peaked at $759K in Q1 2021. 129 funds tracked by Wall St. Rank hold IGLB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 268 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $759K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.