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

WealthOne’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
2019
Q1 		– Sell
-2,059
Closed -$116K – 291
2018
Q4 		$116K Buy
+2,059
New +$115K 0.1% 109

Other funds holding IGLB

K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

WealthOne's IGLB Position: Q1 2019 in Review

WealthOne sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2019, closing a stake of 2,059 shares — an estimated $116K sold.

WealthOne first reported a position in IGLB in Q4 2018 and held it in 1 quarter. The position peaked at $116K in Q4 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q1 2019.

  • WealthOne reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 2,059 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $116K.
  • WealthOne first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $116K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.