Caldwell Sutter Capital’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Caldwell Sutter Capital’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	-92	Closed	-$4.54K	–	899
2024 Q4	$4.54K	Hold	92	–	–	﹤0.01%	647
2024 Q3	$4.93K	Hold	92	–	–	﹤0.01%	643
2024 Q2	$4.6K	Hold	92	–	–	﹤0.01%	642
2024 Q1	$4.74K	Sell	92 -75	-45%	-$3.85K	﹤0.01%	642
2023 Q4	$8.8K	Hold	167	–	–	﹤0.01%	558
2023 Q3	$7.87K	Buy	167 +75	+82%	+$3.72K	﹤0.01%	554
2023 Q2	$4.74K	Buy	+92	New	+$4.73K	﹤0.01%	616

Other funds holding IGLB

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $5.8B AUM 14.71% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Caldwell Sutter Capital's IGLB Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 92 shares — an estimated $4.54K sold.

Caldwell Sutter Capital first reported a position in IGLB in Q2 2023 and held it in 7 quarters. The position peaked at $8.8K in Q4 2023. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

Caldwell Sutter Capital reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 92 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $4.54K.
Caldwell Sutter Capital first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Caldwell Sutter Capital's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $8.8K in Q4 2023.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.