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

ShoreHaven Wealth Partners’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 Q1	–	Sell	-41,376	Closed	-$2.06M	–	79
2022 Q4	$2.06M	Sell	41,376 -111	-0.3%	-$5.47K	1.45%	17
2022 Q3	$2M	Buy	41,487 +17,312	+72%	+$922K	1.53%	18
2022 Q2	$1.29M	Sell	24,175 -23,543	-49%	-$1.3M	0.92%	29
2022 Q1	$2.93M	Buy	+47,718	New	+$3.05M	1.55%	24

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $4.28B AUM 43.07% 1-Year Est. Return

KCMRT

Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

ShoreHaven Wealth Partners's IGLB Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2023, closing a stake of 41,376 shares — an estimated $2.06M sold.

ShoreHaven Wealth Partners first reported a position in IGLB in Q1 2022 and held it in 4 quarters. The position peaked at $2.93M in Q1 2022. 136 funds tracked by Wall St. Rank hold IGLB as of Q1 2023.

ShoreHaven Wealth Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 41,376 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $2.06M.
ShoreHaven Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 4 quarters.
ShoreHaven Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.93M in Q1 2022.
136 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.