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Simplicity Solutions’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-4,486
Closed -$328K – 719
2020
Q4 		$328K Buy
4,486
+309
+7% +$22.1K ﹤0.01% 765
2020
Q3 		$294K Sell
4,177
-697
-14% -$50K 0.01% 725
2020
Q2 		$341K Sell
4,874
-9,195
-65% -$617K 0.01% 701
2020
Q1 		$895K Buy
14,069
+3,428
+32% +$229K 0.03% 365
2019
Q4 		$709K Buy
10,641
+3,383
+47% +$224K 0.02% 462
2019
Q3 		$484K Sell
7,258
-328
-4% -$21.4K 0.02% 422
2019
Q2 		$484K Buy
+7,586
New +$461K 0.02% 352
2018
Q2 		– Sell
-9,473
Closed -$571K – 501
2018
Q1 		$571K Sell
9,473
-2,056
-18% -$125K 0.05% 188
2017
Q4 		$729K Sell
11,529
-143
-1% -$8.92K 0.07% 170
2017
Q3 		$724K Sell
11,672
-1,366
-10% -$84.4K 0.49% 41
2017
Q2 		$804K Sell
13,038
-1,849
-12% -$112K 0.1% 187
2017
Q1 		$882K Buy
14,887
+1,146
+8% +$67.6K 0.14% 165
2016
Q4 		$807K Sell
13,741
-837
-6% -$50K 0.19% 133
2016
Q3 		$922K Sell
14,578
-1,517
-9% -$96.1K 0.45% 49
2016
Q2 		$1.01M Sell
16,095
-2,035
-11% -$123K 0.54% 42
2016
Q1 		$1.07M Sell
18,130
-2,150
-11% -$122K 0.66% 30
2015
Q4 		$1.13M Sell
20,280
-480
-2% -$27.3K 0.13% 213
2015
Q3 		$1.18M Buy
20,760
+4,016
+24% +$230K 1.28% 15
2015
Q2 		$957K Sell
16,744
-4,856
-22% -$290K 0.91% 19
2015
Q1 		$1.35M Buy
+21,600
New +$1.35M 1.6% 17

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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Simplicity Solutions's IGLB Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2021, closing a stake of 4,486 shares — an estimated $328K sold.

Simplicity Solutions first reported a position in IGLB in Q1 2015 and held it in 20 quarters. The position peaked at $1.35M in Q1 2015. 154 funds tracked by Wall St. Rank hold IGLB as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 4,486 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2021, an estimated $328K.
  • Simplicity Solutions first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 20 quarters.
  • Simplicity Solutions's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.35M in Q1 2015.
  • 154 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.