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

Bellwether 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
Q3 		– Sell
-117
Closed -$5.88K – 338
2025
Q2 		$5.88K Hold
117
– – ﹤0.01% 410
2025
Q1 		$5.88K Hold
117
– – ﹤0.01% 360
2024
Q4 		$5.78K Buy
+117
New +$6K ﹤0.01% 370
2023
Q2 		– Sell
-157
Closed -$8.22K – 259
2023
Q1 		$8.22K Sell
157
-193
-55% -$10K ﹤0.01% 284
2022
Q4 		$17.4K Sell
350
-891
-72% -$44K 0.01% 249
2022
Q3 		$59K Hold
1,241
– – 0.02% 148
2022
Q2 		$66K Hold
1,241
– – 0.02% 147
2022
Q1 		$76K Hold
1,241
– – 0.02% 167
2021
Q4 		$86K Sell
1,241
-18
-1% -$1.26K 0.03% 160
2021
Q3 		$87K Hold
1,259
– – 0.03% 174
2021
Q2 		$88K Sell
1,259
-51
-4% -$3.47K 0.03% 155
2021
Q1 		$87K Hold
1,310
– – 0.03% 140
2020
Q4 		$95K Buy
+1,310
New +$93.7K 0.04% 130

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bellwether Advisors's IGLB Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2025, closing a stake of 117 shares — an estimated $5.88K sold.

Bellwether Advisors first reported a position in IGLB in Q4 2020 and held it in 13 quarters. The position peaked at $95K in Q4 2020. 213 funds tracked by Wall St. Rank hold IGLB as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 117 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $5.88K.
  • Bellwether Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $95K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.