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

WealthPLAN Partners’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
-3,696
Closed -$250K – 362
2021
Q1 		$250K Buy
3,696
+5
+0.1% +$345 0.02% 290
2020
Q4 		$260K Buy
+3,691
New +$264K 0.02% 286

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $1.55T AUM 33.47% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's IGLB Position: Q2 2021 in Review

WealthPLAN Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2021, closing a stake of 3,696 shares — an estimated $250K sold.

WealthPLAN Partners first reported a position in IGLB in Q4 2020 and held it in 2 quarters. The position peaked at $260K in Q4 2020. 161 funds tracked by Wall St. Rank hold IGLB as of Q2 2021.

  • WealthPLAN Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 3,696 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2021, an estimated $250K.
  • WealthPLAN Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
  • WealthPLAN Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $260K 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 WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.