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	–	–	1950
2021 Q2	$0	Hold	13	–	–	﹤0.01%	1984
2021 Q1	$0	Hold	13	–	–	﹤0.01%	1686
2020 Q4	$0	Buy	+13	New	+$930	﹤0.01%	1406

Other funds holding IGLB

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

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

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Arkadios Wealth Advisors's IGLB Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2026, closing a stake of 4,425 shares — an estimated $223K sold.

Arkadios Wealth Advisors first reported a position in IGLB in Q4 2020 and held it in 8 quarters. The position peaked at $247K in Q3 2025. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

Arkadios Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,425 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $223K.
Arkadios Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Arkadios Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $247K in Q3 2025.
223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.