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

Colonial Trust 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
Q2 		– Sell
-300
Closed -$15.1K – 716
2025
Q1 		$15.1K Buy
300
+14
+5% +$699 ﹤0.01% 460
2024
Q4 		$14.1K Hold
286
– – ﹤0.01% 448
2024
Q3 		$15.3K Hold
286
– – ﹤0.01% 478
2024
Q2 		$14.3K Buy
286
+238
+496% +$11.9K ﹤0.01% 474
2024
Q1 		$2.47K Buy
+48
New +$2.46K ﹤0.01% 777

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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 $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Colonial Trust Advisors's IGLB Position: Q2 2025 in Review

Colonial Trust Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2025, closing a stake of 300 shares — an estimated $15.1K sold.

Colonial Trust Advisors first reported a position in IGLB in Q1 2024 and held it in 5 quarters. The position peaked at $15.3K in Q3 2024. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

  • Colonial Trust Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 300 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $15.1K.
  • Colonial Trust Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
  • Colonial Trust Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $15.3K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Colonial Trust Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.