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

Willingdon 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
2019
Q1 		– Sell
-784
Closed -$44K – 376
2018
Q4 		$44K Buy
+784
New +$44K 0.01% 187

Other funds holding IGLB

K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $109B AUM 21.36% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $265M AUM 3.93% 1-Year Est. Return

Willingdon Wealth Management's IGLB Position: Q1 2019 in Review

Willingdon Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2019, closing a stake of 784 shares — an estimated $44K sold.

Willingdon Wealth Management first reported a position in IGLB in Q4 2018 and held it in 1 quarter. The position peaked at $44K in Q4 2018. 81 funds tracked by Wall St. Rank hold IGLB as of Q1 2019.

  • Willingdon Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 784 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2019, an estimated $44K.
  • Willingdon Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $44K 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 Willingdon Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.