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EPG Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

EPG Wealth Management’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
-193
Closed -$9.69K – 381
2025
Q1 		$9.69K Buy
193
+2
+1% +$100 ﹤0.01% 374
2024
Q4 		$9.45K Buy
191
+3
+2% +$154 ﹤0.01% 380
2024
Q3 		$10.1K Buy
+188
New +$9.81K ﹤0.01% 374
2024
Q2 		– Sell
-184
Closed -$9.2K – 397
2024
Q1 		$9.45K Buy
184
+1
+0.5% +$51 ﹤0.01% 390
2023
Q4 		$9.17K Sell
183
-9
-5% -$435 ﹤0.01% 374
2023
Q3 		$9.05K Buy
192
+2
+1% +$99 ﹤0.01% 368
2023
Q2 		$9.78K Buy
190
+2
+1% +$103 ﹤0.01% 355
2023
Q1 		$9.84K Buy
+188
New +$9.75K ﹤0.01% 365
2022
Q2 		– Sell
-180
Closed -$11K – 295
2022
Q1 		$11K Buy
180
+1
+0.6% +$64 ﹤0.01% 351
2021
Q4 		$12K Buy
179
+1
+0.6% +$70 ﹤0.01% 350
2021
Q3 		$12K Buy
+178
New +$12.6K ﹤0.01% 326
2020
Q2 		– Sell
-231
Closed -$15K – 430
2020
Q1 		$15K Buy
231
+157
+212% +$10.5K 0.01% 431
2019
Q4 		$5K Buy
+74
New +$4.91K ﹤0.01% 511

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

EPG Wealth Management's IGLB Position: Q2 2025 in Review

EPG Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2025, closing a stake of 193 shares — an estimated $9.69K sold.

EPG Wealth Management first reported a position in IGLB in Q4 2019 and held it in 13 quarters. The position peaked at $15K in Q1 2020. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

  • EPG Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 193 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $9.69K.
  • EPG Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
  • EPG Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $15K in Q1 2020.
  • 211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.