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Valley Brook Capital Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Valley Brook Capital Group’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
2021
Q2 		– Sell
-1,000
Closed -$66K – 250
2021
Q1 		$66K Hold
1,000
– – 0.06% 194
2020
Q4 		$73K Buy
+1,000
New +$71.5K 0.07% 163

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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valley Brook Capital Group's IGLB Position: Q2 2021 in Review

Valley Brook Capital Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2021, closing a stake of 1,000 shares — an estimated $66K sold.

Valley Brook Capital Group first reported a position in IGLB in Q4 2020 and held it in 2 quarters. The position peaked at $73K in Q4 2020. 161 funds tracked by Wall St. Rank hold IGLB as of Q2 2021.

  • Valley Brook Capital Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,000 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $66K.
  • Valley Brook Capital Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $73K in Q4 2020.
  • 161 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.