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

Stratos 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
2018
Q4 		– Sell
-202
Closed -$12K – 1600
2018
Q3 		$12K Sell
202
-6,191
-97% -$362K ﹤0.01% 2092
2018
Q2 		$370K Sell
6,393
-526
-8% -$30.8K 0.02% 661
2018
Q1 		$417K Buy
6,919
+1,466
+27% +$89.1K 0.02% 609
2017
Q4 		$345K Sell
5,453
-30
-0.5% -$1.87K 0.02% 659
2017
Q3 		$340K Buy
+5,483
New +$339K 0.02% 636

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stratos Wealth Partners's IGLB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2018, closing a stake of 202 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in IGLB in Q3 2017 and held it in 5 quarters. The position peaked at $417K in Q1 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 202 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $417K in Q1 2018.
  • 81 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.