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Western Pacific Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Western Pacific Wealth Management’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
2024
Q2 		– Sell
-68
Closed -$3.5K – 264
2024
Q1 		$3.5K Buy
+68
New +$3.49K ﹤0.01% 224

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Western Pacific Wealth Management's IGLB Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2024, closing a stake of 68 shares — an estimated $3.5K sold.

Western Pacific Wealth Management first reported a position in IGLB in Q1 2024 and held it in 1 quarter. The position peaked at $3.5K in Q1 2024. 178 funds tracked by Wall St. Rank hold IGLB as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 68 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $3.5K.
  • Western Pacific Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.5K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.