1900 Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

1900 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
2025 Q1	–	Sell	-4,915	Closed	-$243K	–	219
2024 Q4	$243K	Sell	4,915 -3,814	-44%	-$196K	0.02%	203
2024 Q3	$468K	Sell	8,729 -561	-6%	-$29.3K	0.04%	150
2024 Q2	$465K	Sell	9,290 -3,854	-29%	-$193K	0.04%	154
2024 Q1	$677K	Sell	13,144 -12,222	-48%	-$627K	0.06%	132
2023 Q4	$1.34M	Sell	25,366 -20,844	-45%	-$1.01M	0.12%	116
2023 Q3	$2.18M	Sell	46,210 -11,677	-20%	-$579K	0.22%	88
2023 Q2	$2.98M	Sell	57,887 -43,632	-43%	-$2.24M	0.31%	67
2023 Q1	$5.1M	Sell	101,519 -24,398	-19%	-$1.27M	0.55%	48
2022 Q4	$6.27M	Sell	125,917 -1,649	-1%	-$81.3K	0.68%	39
2022 Q3	$6.15M	Buy	127,566 +75,604	+145%	+$4.03M	0.72%	34
2022 Q2	$2.77M	Sell	51,962 -38,434	-43%	-$2.13M	0.3%	63
2022 Q1	$5.55M	Sell	90,396 -46,615	-34%	-$2.98M	0.53%	49
2021 Q4	$9.53M	Buy	137,011 +73,526	+116%	+$5.14M	0.86%	28
2021 Q3	$4.4M	Buy	63,485 +7,393	+13%	+$525K	0.43%	54
2021 Q2	$3.94M	Sell	56,092 -16,855	-23%	-$1.15M	0.38%	57
2021 Q1	$4.86M	Buy	72,947 +44,288	+155%	+$3.05M	0.37%	42
2020 Q4	$2.09M	Buy	+28,659	New	+$2.05M	0.24%	62

Other funds holding IGLB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIG

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIMU

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

1900 Wealth Management's IGLB Position: Q1 2025 in Review

1900 Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 4,915 shares — an estimated $243K sold.

1900 Wealth Management first reported a position in IGLB in Q4 2020 and held it in 17 quarters. The position peaked at $9.53M in Q4 2021. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

1900 Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
1900 Wealth Management sold 4,915 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $243K.
1900 Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 17 quarters.
1900 Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $9.53M in Q4 2021.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on 1900 Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.