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

Realta Investment 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
2024 Q3	–	Sell	-100	Closed	-$5K	–	539
2024 Q2	$5K	Buy	+100	New	+$5K	﹤0.01%	720
2023 Q3	–	Sell	-100	Closed	-$5.16K	–	794
2023 Q2	$5.16K	Buy	+100	New	+$5.14K	﹤0.01%	768
2023 Q1	–	Sell	-650	Closed	-$32.4K	–	598
2022 Q4	$32.4K	Hold	650	–	–	0.01%	593
2022 Q3	$31K	Buy	+650	New	+$34.6K	0.01%	575
2020 Q1	–	Sell	-2,415	Closed	-$161K	–	811
2019 Q4	$161K	Buy	2,415 +2,295	+1,913%	+$152K	0.04%	383
2019 Q3	$8K	Sell	120 -25	-17%	-$1.64K	﹤0.01%	1177
2019 Q2	$9K	Hold	145	–	–	﹤0.01%	1170
2019 Q1	$9K	Buy	+145	New	+$8.4K	﹤0.01%	929

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Realta Investment Advisors's IGLB Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 100 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in IGLB in Q1 2019 and held it in 8 quarters. The position peaked at $161K in Q4 2019. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

Realta Investment Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 100 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $5K.
Realta Investment Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $161K in Q4 2019.
194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.