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Spectrum Planning & Advisory Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Spectrum Planning & Advisory Services’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
Q3 		– Sell
-16,039
Closed -$1.13M – 49
2021
Q2 		$1.13M Sell
16,039
-10,659
-40% -$725K 1.08% 24
2021
Q1 		$1.78M Buy
+26,698
New +$1.84M 1.83% 16

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Spectrum Planning & Advisory Services's IGLB Position: Q3 2021 in Review

Spectrum Planning & Advisory Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 16,039 shares — an estimated $1.13M sold.

Spectrum Planning & Advisory Services first reported a position in IGLB in Q1 2021 and held it in 2 quarters. The position peaked at $1.78M in Q1 2021. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • Spectrum Planning & Advisory Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 16,039 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $1.13M.
  • Spectrum Planning & Advisory Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Spectrum Planning & Advisory Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.78M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2021, filed 13 Oct 2021.