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Fortune 45 LLC’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Fortune 45 LLC’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
-140,309
Closed -$6.93M – 31
2024
Q4 		$6.93M Buy
140,309
+8,841
+7% +$454K 4.52% 4
2024
Q3 		$7.05M Buy
+131,468
New +$6.86M 4.99% 4

Other funds holding IGLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $495B AUM 43.24% 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 $5.16B AUM 18.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fortune 45 LLC's IGLB Position: Q1 2025 in Review

Fortune 45 LLC sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 140,309 shares — an estimated $6.93M sold.

Fortune 45 LLC first reported a position in IGLB in Q3 2024 and held it in 2 quarters. The position peaked at $7.05M in Q3 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

  • Fortune 45 LLC reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Fortune 45 LLC sold 140,309 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $6.93M.
  • Fortune 45 LLC first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Fortune 45 LLC's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $7.05M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Fortune 45 LLC's 13F filing for Q1 2025, filed 15 May 2025.