Great Diamond Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Great Diamond Partners’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	-15,001	Closed	-$741K	–	194
2024 Q4	$741K	Sell	15,001 -153	-1%	-$7.85K	0.19%	96
2024 Q3	$812K	Buy	15,154 +553	+4%	+$28.8K	0.21%	92
2024 Q2	$731K	Sell	14,601 -345	-2%	-$17.3K	0.17%	108
2024 Q1	$770K	Buy	+14,946	New	+$767K	0.18%	108
2023 Q3	–	Sell	-13,943	Closed	-$719K	–	229
2023 Q2	$719K	Buy	+13,943	New	+$716K	0.19%	104
2021 Q1	–	Sell	-13,454	Closed	-$982K	–	198
2020 Q4	$982K	Buy	+13,454	New	+$962K	0.31%	69

Other funds holding IGLB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $5.8B AUM 14.71% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Great Diamond Partners's IGLB Position: Q1 2025 in Review

Great Diamond Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 15,001 shares — an estimated $741K sold.

Great Diamond Partners first reported a position in IGLB in Q4 2020 and held it in 6 quarters. The position peaked at $982K in Q4 2020. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

Great Diamond Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Great Diamond Partners sold 15,001 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $741K.
Great Diamond Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Great Diamond Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $982K in Q4 2020.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Great Diamond Partners's 13F filing for Q1 2025, filed 13 May 2025.