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

Aptus Capital 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	-1	Closed	-$27	–	1464
2024 Q4	$27	Hold	1	–	–	﹤0.01%	1409
2024 Q3	$54	Sell	1 -1	-50%	-$52	﹤0.01%	1228
2024 Q2	$100	Sell	2 -75	-97%	-$3.75K	﹤0.01%	1154
2024 Q1	$3.97K	Buy	77 +76	+7,600%	+$3.9K	﹤0.01%	1101
2023 Q4	$53	Hold	1	–	–	﹤0.01%	914
2023 Q3	$47	Hold	1	–	–	﹤0.01%	897
2023 Q2	$52	Hold	1	–	–	﹤0.01%	791
2023 Q1	$27	Buy	+1	New	+$52	﹤0.01%	787

Other funds holding IGLB

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Aptus Capital Advisors's IGLB Position: Q1 2025 in Review

Aptus Capital Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 1 share — an estimated $27 sold.

Aptus Capital Advisors first reported a position in IGLB in Q1 2023 and held it in 8 quarters. The position peaked at $3.97K in Q1 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

Aptus Capital Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Aptus Capital Advisors sold 1 iShares 10+ Year Investment Grade Corporate Bond ETF share in Q1 2025, an estimated $27.
Aptus Capital Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Aptus Capital Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.97K in Q1 2024.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.