Avantax Advisory Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Avantax Advisory Services’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 Q2	$256K	Sell	5,093 -3,593	-41%	-$176K	﹤0.01%	2037
2025 Q1	$436K	Sell	8,686 -1,859	-18%	-$92.8K	﹤0.01%	1590
2024 Q4	$521K	Sell	10,545 -6,318	-37%	-$324K	﹤0.01%	1414
2024 Q3	$904K	Buy	16,863 +2,388	+16%	+$125K	0.01%	1087
2024 Q2	$724K	Sell	14,475 -106	-0.7%	-$5.3K	0.01%	1145
2024 Q1	$751K	Sell	14,581 -6,595	-31%	-$338K	0.01%	867
2023 Q4	$1.12M	Sell	21,176 -392	-2%	-$19K	0.01%	671
2023 Q3	$1.02M	Sell	21,568 -3,364	-13%	-$167K	0.01%	684
2023 Q2	$1.29M	Buy	24,932 +4,091	+20%	+$210K	0.01%	597
2023 Q1	$1.09M	Buy	20,841 +5,960	+40%	+$309K	0.01%	642
2022 Q4	$741K	Buy	+14,881	New	+$734K	0.01%	722

Other funds holding IGLB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

AIMU

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's IGLB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 41% in Q2 2025, selling an estimated $176K and leaving 5,093 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Avantax Advisory Services first reported a position in IGLB in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.29M in Q2 2023. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

Avantax Advisory Services held 5,093 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $256K as of Q2 2025.
Avantax Advisory Services sold 3,593 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $176K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2037 holding.
Avantax Advisory Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Avantax Advisory Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.29M in Q2 2023.
211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.