CT
IGLB icon

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

Caldwell Trust’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
2023
Q2 		– Sell
-107
Closed -$5.61K – 769
2023
Q1 		$5.61K Hold
107
– – ﹤0.01% 658
2022
Q4 		$5.33K Hold
107
– – ﹤0.01% 653
2022
Q3 		$5.16K Hold
107
– – ﹤0.01% 655
2022
Q2 		$5.7K Hold
107
– – ﹤0.01% 669
2022
Q1 		$6.57K Hold
107
– – ﹤0.01% 669
2021
Q4 		$7.44K Sell
107
-107
-50% -$7.48K ﹤0.01% 654
2021
Q3 		$14.8K Hold
214
– – ﹤0.01% 596
2021
Q2 		$15K Hold
214
– – ﹤0.01% 603
2021
Q1 		$14.3K Hold
214
– – ﹤0.01% 596
2020
Q4 		$15.6K Hold
214
– – ﹤0.01% 577
2020
Q3 		$15.1K Hold
214
– – ﹤0.01% 564
2020
Q2 		$15K Hold
214
– – ﹤0.01% 582
2020
Q1 		$13.6K Hold
214
– – ﹤0.01% 595
2019
Q4 		$14.3K Buy
+214
New +$14.2K ﹤0.01% 638

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
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NI
NYL Investors New York $261M AUM 5.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's IGLB Position: Q2 2023 in Review

Caldwell Trust sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2023, closing a stake of 107 shares — an estimated $5.61K sold.

Caldwell Trust first reported a position in IGLB in Q4 2019 and held it in 14 quarters. The position peaked at $15.6K in Q4 2020. 146 funds tracked by Wall St. Rank hold IGLB as of Q2 2023.

  • Caldwell Trust reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 107 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $5.61K.
  • Caldwell Trust first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 14 quarters.
  • Caldwell Trust's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $15.6K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.