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

Selective 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
2022 Q4	–	Sell	-855	Closed	-$41K	–	403
2022 Q3	$41K	Sell	855 -226	-21%	-$12K	0.02%	315
2022 Q2	$58K	Buy	1,081 +747	+224%	+$41.4K	0.02%	297
2022 Q1	$21K	Hold	334	–	–	0.01%	435
2021 Q4	$23K	Hold	334	–	–	0.01%	392
2021 Q3	$23K	Hold	334	–	–	0.01%	348
2021 Q2	$23K	Hold	334	–	–	0.02%	263
2021 Q1	$22K	Hold	334	–	–	0.02%	186
2020 Q4	$24K	Hold	334	–	–	0.02%	166
2020 Q3	$24K	Hold	334	–	–	0.02%	138
2020 Q2	$23K	Buy	+334	New	+$22.4K	0.02%	160

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

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's IGLB Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2022, closing a stake of 855 shares — an estimated $41K sold.

Selective Wealth Management first reported a position in IGLB in Q2 2020 and held it in 10 quarters. The position peaked at $58K in Q2 2022. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

Selective Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 855 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $41K.
Selective Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $58K in Q2 2022.
143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.