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

Acorn Wealth Advisors’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
-4,490
Closed -$222K – 236
2024
Q4 		$222K Sell
4,490
-14,607
-76% -$750K 0.09% 215
2024
Q3 		$1.02M Buy
+19,097
New +$996K 0.44% 45

Other funds holding IGLB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Acorn Wealth Advisors's IGLB Position: Q1 2025 in Review

Acorn Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 4,490 shares — an estimated $222K sold.

Acorn Wealth Advisors first reported a position in IGLB in Q3 2024 and held it in 2 quarters. The position peaked at $1.02M in Q3 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

  • Acorn Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,490 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $222K.
  • Acorn Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Acorn Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.02M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Acorn Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.