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The Family Firm’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

The Family Firm’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 		– Sell
-329
Closed -$16.5K – 507
2024
Q2 		$16.5K Buy
+329
New +$16.5K ﹤0.01% 594

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

The Family Firm's IGLB Position: Q3 2024 in Review

The Family Firm sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 329 shares — an estimated $16.5K sold.

The Family Firm first reported a position in IGLB in Q2 2024 and held it in 1 quarter. The position peaked at $16.5K in Q2 2024. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

  • The Family Firm reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 329 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $16.5K.
  • The Family Firm first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $16.5K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.