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

Summit Place 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
2022 Q2	–	Sell	-6,850	Closed	-$421K	–	105
2022 Q1	$421K	Sell	6,850 -450	-6%	-$28.7K	0.28%	84
2021 Q4	$508K	Sell	7,300 -150	-2%	-$10.5K	0.35%	75
2021 Q3	$516K	Buy	7,450 +850	+13%	+$60.4K	0.38%	69
2021 Q2	$463K	Sell	6,600 -2,525	-28%	-$172K	0.34%	77
2021 Q1	$608K	Buy	+9,125	New	+$629K	0.49%	66

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

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

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

NYL Investors New York $265M AUM 3.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Summit Place Financial Advisors's IGLB Position: Q2 2022 in Review

Summit Place Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2022, closing a stake of 6,850 shares — an estimated $421K sold.

Summit Place Financial Advisors first reported a position in IGLB in Q1 2021 and held it in 5 quarters. The position peaked at $608K in Q1 2021. 128 funds tracked by Wall St. Rank hold IGLB as of Q2 2022.

Summit Place Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Summit Place Financial Advisors sold 6,850 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2022, an estimated $421K.
Summit Place Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
Summit Place Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $608K in Q1 2021.
128 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2022.

Based on Summit Place Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.