Retirement Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Retirement Group’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 Q1	$2.73K	Hold	53	–	–	﹤0.01%	623
2023 Q4	$2.79K	Hold	53	–	–	﹤0.01%	599
2023 Q3	$2.5K	Hold	53	–	–	﹤0.01%	560
2023 Q2	$2.73K	Hold	53	–	–	﹤0.01%	581
2023 Q1	$3K	Hold	53	–	–	﹤0.01%	555
2022 Q4	$3K	Buy	+53	New	+$2.61K	﹤0.01%	487
2022 Q3	–	Sell	-106	Closed	-$6K	–	634
2022 Q2	$6K	Buy	+106	New	+$5.87K	﹤0.01%	507
2021 Q2	–	Sell	-253	Closed	-$17K	–	711
2021 Q1	$17K	Buy	253 +2	+0.8%	+$138	0.01%	402
2020 Q4	$18K	Buy	251 +2	+0.8%	+$143	0.01%	369
2020 Q3	$18K	Buy	249 +2	+0.8%	+$143	0.01%	334
2020 Q2	$17K	Buy	+247	New	+$16.6K	0.01%	330
2019 Q4	$18K	Buy	+267	New	+$17.7K	0.01%	336

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Group's IGLB Position: Q1 2024 in Review

Retirement Group held its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) position steady in Q1 2024 at 53 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Retirement Group first reported a position in IGLB in Q4 2019 and has held it in 12 quarters since. The position peaked at $18K in Q4 2020. 187 funds tracked by Wall St. Rank hold IGLB as of Q1 2024.

Retirement Group held 53 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $2.73K as of Q1 2024.
Retirement Group left its iShares 10+ Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2024.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #623 holding.
Retirement Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 12 quarters since.
Retirement Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $18K in Q4 2020.
187 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.