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

Delta Financial Group’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 		$2.95M Sell
59,018
-25
-0% -$1.25K 0.68% 26
2024
Q4 		$2.92M Buy
+59,043
New +$3.03M 0.68% 25
2024
Q2 		– Sell
-15,838
Closed -$816K – 163
2024
Q1 		$816K Buy
+15,838
New +$813K 0.24% 73

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 $6.46B AUM 18.45% 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
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

Delta Financial Group's IGLB Position: Q1 2025 in Review

Delta Financial Group reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 0.04% in Q1 2025, selling an estimated $1.25K and leaving 59,018 shares worth $2.95M. The position accounts for 0.68% of the portfolio, ranked #26.

Delta Financial Group first reported a position in IGLB in Q1 2024 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

  • Delta Financial Group held 59,018 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $2.95M as of Q1 2025.
  • Delta Financial Group sold 25 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $1.25K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.68% of Delta Financial Group's portfolio in Q1 2025, its #26 holding.
  • Delta Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.