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

Founders Financial 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
2026
Q1 		$692K Buy
13,843
+4,051
+41% +$205K 0.04% 325
2025
Q4 		$494K Sell
9,792
-14
-0.1% -$718 0.03% 380
2025
Q3 		$505K Buy
9,806
+30
+0.3% +$1.51K 0.03% 339
2025
Q2 		$491K Buy
9,776
+1,632
+20% +$79.8K 0.04% 348
2025
Q1 		$404K Buy
8,144
+678
+9% +$33.8K 0.03% 349
2024
Q4 		$369K Buy
7,466
+2,800
+60% +$144K 0.03% 346
2024
Q3 		$250K Sell
4,666
-197
-4% -$10.3K 0.02% 390
2024
Q2 		$243K Sell
4,863
-26
-0.5% -$1.3K 0.02% 379
2024
Q1 		$252K Sell
4,889
-1,226
-20% -$62.9K 0.03% 339
2023
Q4 		$322K Buy
+6,115
New +$296K 0.04% 296
2015
Q2 		– Sell
-4,900
Closed -$307K – 74
2015
Q1 		$307K Buy
4,900
+283
+6% +$17.7K 0.16% 50
2014
Q4 		$284K Buy
+4,617
New +$281K 0.17% 47

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return