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

PRW 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
2021
Q3 		– Sell
-8,304
Closed -$583K – 181
2021
Q2 		$583K Buy
+8,304
New +$565K 0.17% 146

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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

PRW Wealth Management's IGLB Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 8,304 shares — an estimated $583K sold.

PRW Wealth Management first reported a position in IGLB in Q2 2021 and held it in 1 quarter. The position peaked at $583K in Q2 2021. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 8,304 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $583K.
  • PRW Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $583K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.