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
2025 Q1	–	Sell	-31,169	Closed	-$1.54M	–	1368
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

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

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $5.16B AUM 18.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

B. Riley Wealth Advisors's IGLB Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 31,169 shares — an estimated $1.54M sold.

B. Riley Wealth Advisors first reported a position in IGLB in Q4 2023 and held it in 4 quarters. The position peaked at $1.86M in Q3 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

B. Riley Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 31,169 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.54M.
B. Riley Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
B. Riley Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.86M in Q3 2024.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.