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

B. Riley 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
2024
Q4 		$1.54M Sell
31,169
-3,746
-11% -$192K 0.05% 329
2024
Q3 		$1.86M Buy
34,915
+395
+1% +$20.6K 0.05% 330
2024
Q2 		$1.73M Buy
+34,520
New +$1.73M 0.04% 380
2024
Q1 		– Sell
-5,420
Closed -$286K – 1483
2023
Q4 		$286K Buy
+5,420
New +$262K 0.01% 1075

Other funds holding IGLB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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

B. Riley Wealth Advisors's IGLB Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 11% in Q4 2024, selling an estimated $192K and leaving 31,169 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #329.

B. Riley Wealth Advisors first reported a position in IGLB in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.86M in Q3 2024. 226 funds tracked by Wall St. Rank hold IGLB as of Q4 2024.

  • B. Riley Wealth Advisors held 31,169 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $1.54M as of Q4 2024.
  • B. Riley Wealth Advisors sold 3,746 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2024, an estimated $192K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #329 holding.
  • B. Riley Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.86M in Q3 2024.
  • 226 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.