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

GC Wealth Management RIA’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 		$265K Sell
5,348
-1,377
-20% -$69.6K 0.01% 454
2025
Q4 		$339K Buy
6,725
+88
+1% +$4.51K 0.01% 434
2025
Q3 		$342K Sell
6,637
-55
-0.8% -$2.77K 0.01% 674
2025
Q2 		$336K Sell
6,692
-695
-9% -$34K 0.03% 410
2025
Q1 		$371K Buy
7,387
+2,687
+57% +$134K 0.07% 221
2024
Q4 		$232K Hold
4,700
– – 0.04% 264
2024
Q3 		$252K Hold
4,700
– – 0.04% 267
2024
Q2 		$235K Hold
4,700
– – 0.05% 247
2024
Q1 		$242K Hold
4,700
– – 0.05% 252
2023
Q4 		$248K Buy
+4,700
New +$227K 0.11% 184

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