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

WealthSource 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
Q3 		– Sell
-6,820
Closed -$479K – 522
2021
Q2 		$479K Buy
+6,820
New +$464K 0.04% 283
2017
Q2 		– Sell
-3,959
Closed -$235K – 300
2017
Q1 		$235K Buy
+3,959
New +$234K 0.09% 228

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

WealthSource Partners's IGLB Position: Q3 2021 in Review

WealthSource Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2021, closing a stake of 6,820 shares — an estimated $479K sold.

WealthSource Partners first reported a position in IGLB in Q1 2017 and held it in 2 quarters. The position peaked at $479K in Q2 2021. 137 funds tracked by Wall St. Rank hold IGLB as of Q3 2021.

  • WealthSource Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WealthSource Partners sold 6,820 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2021, an estimated $479K.
  • WealthSource Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • WealthSource Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $479K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.