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

Semmax 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
2023 Q4	–	Sell	-27	Closed	-$1.28K	–	408
2023 Q3	$1.28K	Buy	+27	New	+$1.34K	﹤0.01%	296
2022 Q1	–	Sell	-36	Closed	-$3K	–	291
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	219
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	221
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	207
2021 Q1	$2K	Sell	36 -10,079	-100%	-$695K	﹤0.01%	235
2020 Q4	$739K	Buy	+10,115	New	+$723K	0.31%	79

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

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

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

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

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

Semmax Financial Advisors's IGLB Position: Q4 2023 in Review

Semmax Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2023, closing a stake of 27 shares — an estimated $1.28K sold.

Semmax Financial Advisors first reported a position in IGLB in Q4 2020 and held it in 6 quarters. The position peaked at $739K in Q4 2020. 179 funds tracked by Wall St. Rank hold IGLB as of Q4 2023.

Semmax Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Semmax Financial Advisors sold 27 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $1.28K.
Semmax Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Semmax Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $739K in Q4 2020.
179 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Semmax Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.