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Tyler-Stone Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Tyler-Stone Wealth Management’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
-304
Closed -$15.2K – 599
2024
Q2 		$15.2K Buy
304
+4
+1% +$200 0.01% 580
2024
Q1 		$15.5K Buy
+300
New +$15.4K 0.01% 576

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

Tyler-Stone Wealth Management's IGLB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2024, closing a stake of 304 shares — an estimated $15.2K sold.

Tyler-Stone Wealth Management first reported a position in IGLB in Q1 2024 and held it in 2 quarters. The position peaked at $15.5K in Q1 2024. 194 funds tracked by Wall St. Rank hold IGLB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 304 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2024, an estimated $15.2K.
  • Tyler-Stone Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $15.5K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.