RFA
IGLB icon

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

Reilly Financial 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
2020
Q2 		– Sell
-288
Closed -$18K – 923
2020
Q1 		$18K Buy
+288
New +$19.2K ﹤0.01% 446

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Reilly Financial Advisors's IGLB Position: Q2 2020 in Review

Reilly Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2020, closing a stake of 288 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in IGLB in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 106 funds tracked by Wall St. Rank hold IGLB as of Q2 2020.

  • Reilly Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 288 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $18K.
  • Reilly Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Reilly Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $18K in Q1 2020.
  • 106 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.