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

TFO 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
2020
Q1 		– Sell
-868
Closed -$57K – 150
2019
Q4 		$57K Buy
+868
New +$57.5K 0.05% 60

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TFO Wealth Partners's IGLB Position: Q1 2020 in Review

TFO Wealth Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2020, closing a stake of 868 shares — an estimated $57K sold.

TFO Wealth Partners first reported a position in IGLB in Q4 2019 and held it in 1 quarter. The position peaked at $57K in Q4 2019. 112 funds tracked by Wall St. Rank hold IGLB as of Q1 2020.

  • TFO Wealth Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 868 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2020, an estimated $57K.
  • TFO Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • TFO Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $57K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2020.

Based on TFO Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.