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

Source 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
2024 Q3	$924K	Sell	17,248 -1,575	-8%	-$82.2K	0.27%	48
2024 Q2	$942K	Buy	18,823 +2,655	+16%	+$133K	0.29%	46
2024 Q1	$833K	Sell	16,168 -16,863	-51%	-$865K	0.25%	50
2023 Q4	$1.74M	Sell	33,031 -414	-1%	-$20K	0.54%	32
2023 Q3	$1.58M	Buy	33,445 +16,437	+97%	+$815K	0.53%	38
2023 Q2	$877K	Buy	17,008 +9,704	+133%	+$498K	0.29%	54
2023 Q1	$383K	Sell	7,304 -1,122	-13%	-$58.2K	0.13%	88
2022 Q4	$420K	Buy	+8,426	New	+$416K	0.16%	81

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Source Financial Advisors's IGLB Position: Q3 2024 in Review

Source Financial Advisors reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 8.4% in Q3 2024, selling an estimated $82.2K and leaving 17,248 shares worth $924K. The position accounts for 0.27% of the portfolio, ranked #48.

Source Financial Advisors first reported a position in IGLB in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2023. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

Source Financial Advisors held 17,248 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $924K as of Q3 2024.
Source Financial Advisors sold 1,575 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $82.2K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.27% of Source Financial Advisors's portfolio in Q3 2024, its #48 holding.
Source Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
Source Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q4 2023.
194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.