LGT Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

LGT Financial Advisors’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	-123	Closed	-$6.09K	–	510
2024 Q4	$6.09K	Buy	123 +2	+2%	+$103	0.01%	521
2024 Q3	$6.5K	Buy	121 +1	+0.8%	+$52	0.02%	486
2024 Q2	$6K	Buy	120 +2	+2%	+$100	0.01%	564
2024 Q1	$6.1K	Buy	118 +1	+0.9%	+$51	0.01%	590
2023 Q4	$6.19K	Buy	117 +2	+2%	+$97	0.01%	584
2023 Q3	$5.44K	Buy	+115	New	+$5.7K	0.01%	596

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

LGT Financial Advisors's IGLB Position: Q1 2025 in Review

LGT Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 123 shares — an estimated $6.09K sold.

LGT Financial Advisors first reported a position in IGLB in Q3 2023 and held it in 6 quarters. The position peaked at $6.5K in Q3 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

LGT Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 123 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $6.09K.
LGT Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $6.5K in Q3 2024.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.