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Ipsen Advisor Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Ipsen Advisor Group’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
Q4 		– Sell
-4,604
Closed -$237K – 104
2025
Q3 		$237K Sell
4,604
-180
-4% -$9.07K 0.17% 91
2025
Q2 		$240K Buy
4,784
+260
+6% +$12.7K 0.18% 91
2025
Q1 		$227K Buy
4,524
+39
+0.9% +$1.95K 0.2% 89
2024
Q4 		$222K Buy
+4,485
New +$230K 0.19% 89
2022
Q4 		$310K Buy
+6,227
New +$307K 0.36% 75

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ipsen Advisor Group's IGLB Position: Q4 2025 in Review

Ipsen Advisor Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2025, closing a stake of 4,604 shares — an estimated $237K sold.

Ipsen Advisor Group first reported a position in IGLB in Q4 2022 and held it in 5 quarters. The position peaked at $310K in Q4 2022. 233 funds tracked by Wall St. Rank hold IGLB as of Q4 2025.

  • Ipsen Advisor Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ipsen Advisor Group sold 4,604 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $237K.
  • Ipsen Advisor Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
  • Ipsen Advisor Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $310K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Ipsen Advisor Group's 13F filing for Q4 2025, filed 11 Feb 2026.