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

Wayfinding Financial’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
2023
Q4 		– Sell
-6,392
Closed -$297K – 116
2023
Q3 		$297K Hold
6,392
– – 0.22% 75
2023
Q2 		$326K Buy
6,392
+416
+7% +$21.4K 0.23% 70
2023
Q1 		$313K Buy
+5,976
New +$310K 0.24% 72

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
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wayfinding Financial's IGLB Position: Q4 2023 in Review

Wayfinding Financial sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2023, closing a stake of 6,392 shares — an estimated $297K sold.

Wayfinding Financial first reported a position in IGLB in Q1 2023 and held it in 3 quarters. The position peaked at $326K in Q2 2023. 179 funds tracked by Wall St. Rank hold IGLB as of Q4 2023.

  • Wayfinding Financial reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wayfinding Financial sold 6,392 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $297K.
  • Wayfinding Financial first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Wayfinding Financial's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $326K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on Wayfinding Financial's 13F filing for Q4 2023, filed 10 Jan 2024.