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Vivid Financial Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Vivid Financial 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
2021
Q4 		$2.07M Sell
29,811
-812
-3% -$56.7K 0.77% 30
2021
Q3 		$2.12M Sell
30,623
-11,318
-27% -$804K 0.87% 26
2021
Q2 		$2.94M Sell
41,941
-5,040
-11% -$343K 1.21% 19
2021
Q1 		$3.13M Buy
+46,981
New +$3.24M 1.44% 18

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
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
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Vivid Financial Management's IGLB Position: Q4 2021 in Review

Vivid Financial Management reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 2.7% in Q4 2021, selling an estimated $56.7K and leaving 29,811 shares worth $2.07M. The position accounts for 0.77% of the portfolio, ranked #30.

Vivid Financial Management first reported a position in IGLB in Q1 2021 and has held it in 4 quarters since. The position peaked at $3.13M in Q1 2021. 149 funds tracked by Wall St. Rank hold IGLB as of Q4 2021.

  • Vivid Financial Management held 29,811 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $2.07M as of Q4 2021.
  • Vivid Financial Management sold 812 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2021, an estimated $56.7K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.77% of Vivid Financial Management's portfolio in Q4 2021, its #30 holding.
  • Vivid Financial Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 4 quarters since.
  • Vivid Financial Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.13M in Q1 2021.
  • 149 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.