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

Arkadios 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
2026
Q1 		– Sell
-4,425
Closed -$223K – 1746
2025
Q4 		$223K Sell
4,425
-376
-8% -$19.3K ﹤0.01% 1395
2025
Q3 		$247K Buy
4,801
+133
+3% +$6.71K 0.01% 1242
2025
Q2 		$234K Buy
+4,668
New +$228K 0.01% 1149
2024
Q4 		– Sell
-4,585
Closed -$246K – 970
2024
Q3 		$246K Hold
4,585
– – 0.01% 780
2024
Q2 		$229K Buy
+4,585
New +$229K 0.02% 724
2021
Q3 		– Sell
-13
Closed – – 1952
2021
Q2 		$0 Hold
13
– – ﹤0.01% 1986
2021
Q1 		$0 Hold
13
– – ﹤0.01% 1688
2020
Q4 		$0 Buy
+13
New +$930 ﹤0.01% 1408

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return