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

WR Wealth Planners’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 Q4	$1.78K	Hold	36	–	–	﹤0.01%	872
2024 Q3	$1.93K	Buy	36 +4	+13%	+$209	﹤0.01%	916
2024 Q2	$1.6K	Hold	32	–	–	﹤0.01%	919
2024 Q1	$1.65K	Buy	+32	New	+$1.64K	﹤0.01%	901
2023 Q4	–	Sell	-46	Closed	-$2.17K	–	505
2023 Q3	$2.17K	Hold	46	–	–	﹤0.01%	769
2023 Q2	$2.37K	Hold	46	–	–	﹤0.01%	754
2023 Q1	$2.41K	Sell	46 -199	-81%	-$10.3K	﹤0.01%	756
2022 Q4	$12.2K	Sell	245 -21	-8%	-$1.04K	0.01%	251
2022 Q3	$12.8K	Sell	266 -92	-26%	-$4.9K	0.01%	237
2022 Q2	$19.1K	Sell	358 -193	-35%	-$10.7K	0.01%	232
2022 Q1	$33.8K	Buy	+551	New	+$35.2K	0.02%	195

Other funds holding IGLB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's IGLB Position: Q4 2024 in Review

WR Wealth Planners held its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) position steady in Q4 2024 at 36 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

WR Wealth Planners first reported a position in IGLB in Q1 2022 and has held it in 11 quarters since. The position peaked at $33.8K in Q1 2022. 226 funds tracked by Wall St. Rank hold IGLB as of Q4 2024.

WR Wealth Planners held 36 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $1.78K as of Q4 2024.
WR Wealth Planners left its iShares 10+ Year Investment Grade Corporate Bond ETF share count unchanged in Q4 2024.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #872 holding.
WR Wealth Planners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $33.8K in Q1 2022.
226 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.