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

GeoWealth 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
Q3 		– Sell
-9,023
Closed -$453K – 979
2025
Q2 		$453K Sell
9,023
-9,232
-51% -$451K 0.02% 422
2025
Q1 		$917K Buy
18,255
+743
+4% +$37.1K 0.04% 291
2024
Q4 		$865K Buy
17,512
+264
+2% +$13.5K 0.03% 327
2024
Q3 		$924K Sell
17,248
-1,575
-8% -$82.2K 0.03% 321
2024
Q2 		$942K Buy
18,823
+2,660
+16% +$133K 0.04% 286
2024
Q1 		$833K Sell
16,163
-16,868
-51% -$866K 0.03% 330
2023
Q4 		$1.74M Sell
33,031
-414
-1% -$20K 0.14% 142
2023
Q3 		$1.58M Buy
33,445
+16,437
+97% +$815K 0.18% 108
2023
Q2 		$877K Buy
17,008
+9,704
+133% +$498K 0.09% 128
2023
Q1 		$383K Sell
7,304
-1,122
-13% -$58.2K 0.04% 152
2022
Q4 		$420K Buy
+8,426
New +$416K 0.04% 163

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GeoWealth Management's IGLB Position: Q3 2025 in Review

GeoWealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2025, closing a stake of 9,023 shares — an estimated $453K sold.

GeoWealth Management first reported a position in IGLB in Q4 2022 and held it in 11 quarters. The position peaked at $1.74M in Q4 2023. 213 funds tracked by Wall St. Rank hold IGLB as of Q3 2025.

  • GeoWealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,023 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $453K.
  • GeoWealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
  • GeoWealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q4 2023.
  • 213 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.