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

WealthShield 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
2023 Q4	–	Sell	-1,700	Closed	-$80.1K	–	489
2023 Q3	$80.1K	Buy	+1,700	New	+$84.3K	0.01%	351
2020 Q4	–	Sell	-519	Closed	-$37K	–	337
2020 Q3	$37K	Buy	519 +57	+12%	+$4.09K	0.01%	313
2020 Q2	$32K	Buy	462 +380	+463%	+$25.5K	0.01%	267
2020 Q1	$5K	Sell	82 -95	-54%	-$6.33K	﹤0.01%	238
2019 Q4	$12K	Buy	+177	New	+$11.7K	0.01%	242
2019 Q3	–	Sell	-341	Closed	-$22K	–	267
2019 Q2	$22K	Buy	341 +3	+0.9%	+$182	0.01%	194
2019 Q1	$20K	Buy	+338	New	+$19.6K	0.01%	218

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthShield Partners's IGLB Position: Q4 2023 in Review

WealthShield Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2023, closing a stake of 1,700 shares — an estimated $80.1K sold.

WealthShield Partners first reported a position in IGLB in Q1 2019 and held it in 7 quarters. The position peaked at $80.1K in Q3 2023. 179 funds tracked by Wall St. Rank hold IGLB as of Q4 2023.

WealthShield Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 1,700 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $80.1K.
WealthShield Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
WealthShield Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $80.1K in Q3 2023.
179 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.