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Concourse Financial Group Securities’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Concourse Financial Group Securities’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
-10,472
Closed -$519K – 1001
2024
Q4 		$519K Sell
10,472
-5,006
-32% -$257K 0.03% 471
2024
Q3 		$829K Buy
15,478
+24
+0.2% +$1.25K 0.05% 345
2024
Q2 		$773K Sell
15,454
-1,369
-8% -$68.5K 0.05% 350
2024
Q1 		$867K Sell
16,823
-3,723
-18% -$191K 0.06% 327
2023
Q4 		$1.08M Buy
20,546
+691
+3% +$33.4K 0.08% 267
2023
Q3 		$936K Sell
19,855
-46
-0.2% -$2.28K 0.07% 274
2023
Q2 		$1.03M Sell
19,901
-409
-2% -$21K 0.08% 260
2023
Q1 		$1.06M Buy
20,310
+175
+0.9% +$9.08K 0.08% 249
2022
Q4 		$1M Buy
20,135
+513
+3% +$25.3K 0.08% 255
2022
Q3 		$946K Buy
19,622
+281
+1% +$15K 0.09% 225
2022
Q2 		$1.03M Buy
19,341
+3,502
+22% +$194K 0.09% 232
2022
Q1 		$973K Sell
15,839
-8,055
-34% -$515K 0.07% 270
2021
Q4 		$1.66M Buy
23,894
+918
+4% +$64.1K 0.09% 212
2021
Q3 		$1.59M Sell
22,976
-740
-3% -$52.6K 0.1% 208
2021
Q2 		$1.67M Buy
23,716
+243
+1% +$16.5K 0.1% 183
2021
Q1 		$1.56M Buy
23,473
+2,560
+12% +$176K 0.11% 166
2020
Q4 		$1.53M Buy
20,913
+2,810
+16% +$201K 0.11% 156
2020
Q3 		$1.27M Buy
18,103
+644
+4% +$46.2K 0.11% 160
2020
Q2 		$1.22M Sell
17,459
-3,060
-15% -$205K 0.12% 145
2020
Q1 		$1.3M Buy
20,519
+19,530
+1,975% +$1.3M 0.14% 137
2019
Q4 		$66K Buy
+989
New +$65.6K 0.01% 848

Other funds holding IGLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Concourse Financial Group Securities's IGLB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 10,472 shares — an estimated $519K sold.

Concourse Financial Group Securities first reported a position in IGLB in Q4 2019 and held it in 21 quarters. The position peaked at $1.67M in Q2 2021. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10,472 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $519K.
  • Concourse Financial Group Securities first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.67M in Q2 2021.
  • 219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.