Integrated Wealth Concepts’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.59M Sell
131,220
-78,993
-38% -$3.97M 0.07% 278
2025
Q1
$10.6M Buy
210,213
+102,517
+95% +$5.15M 0.12% 162
2024
Q4
$5.32M Buy
107,696
+39,717
+58% +$1.96M 0.06% 283
2024
Q3
$3.64M Buy
67,979
+398
+0.6% +$21.3K 0.04% 363
2024
Q2
$3.38M Sell
67,581
-133
-0.2% -$6.66K 0.05% 358
2024
Q1
$3.49M Buy
67,714
+35,009
+107% +$1.8M 0.05% 346
2023
Q4
$1.72M Buy
32,705
+7,426
+29% +$391K 0.03% 532
2023
Q3
$1.19M Buy
25,279
+18,949
+299% +$893K 0.02% 622
2023
Q2
$326K Buy
+6,330
New +$326K 0.01% 1189
2022
Q2
Sell
-33,800
Closed -$2.08M 1020
2022
Q1
$2.08M Sell
33,800
-545
-2% -$33.5K 0.06% 254
2021
Q4
$2.39M Buy
34,345
+884
+3% +$61.5K 0.07% 225
2021
Q3
$2.32M Sell
33,461
-43,884
-57% -$3.04M 0.08% 220
2021
Q2
$5.43M Buy
77,345
+18,658
+32% +$1.31M 0.19% 104
2021
Q1
$3.91M Sell
58,687
-327,234
-85% -$21.8M 0.16% 114
2020
Q4
$28.2M Buy
+385,921
New +$28.2M 1.33% 13