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Windsor Advisory Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Windsor Advisory Group’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
-5,775
Closed -$297K – 57
2024
Q1 		$297K Buy
+5,775
New +$296K 0.84% 28

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

Windsor Advisory Group's IGLB Position: Q2 2024 in Review

Windsor Advisory Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2024, closing a stake of 5,775 shares — an estimated $297K sold.

Windsor Advisory Group first reported a position in IGLB in Q1 2024 and held it in 1 quarter. The position peaked at $297K in Q1 2024. 178 funds tracked by Wall St. Rank hold IGLB as of Q2 2024.

  • Windsor Advisory Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 5,775 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $297K.
  • Windsor Advisory Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Windsor Advisory Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $297K 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 Windsor Advisory Group's 13F filing for Q2 2024, filed 14 Aug 2024.