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

Lido 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
2026 Q1	$239K	Sell	4,806 -495	-9%	-$25K	﹤0.01%	1690
2025 Q4	$267K	Sell	5,301 -117	-2%	-$6K	﹤0.01%	1624
2025 Q3	$279K	Sell	5,418 -591	-10%	-$29.8K	﹤0.01%	1521
2025 Q2	$302K	Buy	6,009 +390	+7%	+$19.1K	﹤0.01%	1344
2025 Q1	$282K	Sell	5,619 -5,462	-49%	-$273K	﹤0.01%	1240
2024 Q4	$547K	Buy	11,081 +1,456	+15%	+$74.7K	﹤0.01%	980
2024 Q3	$516K	Sell	9,625 -5,251	-35%	-$274K	﹤0.01%	949
2024 Q2	$744K	Buy	14,876 +7,809	+110%	+$391K	﹤0.01%	783
2024 Q1	$364K	Buy	+7,067	New	+$363K	﹤0.01%	1002

Other funds holding IGLB

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

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

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Lido Advisors's IGLB Position: Q1 2026 in Review

Lido Advisors reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 9.3% in Q1 2026, selling an estimated $25K and leaving 4,806 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Lido Advisors first reported a position in IGLB in Q1 2024 and has held it in 9 quarters since. The position peaked at $744K in Q2 2024. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

Lido Advisors held 4,806 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $239K as of Q1 2026.
Lido Advisors sold 495 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1690 holding.
Lido Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Lido Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $744K in Q2 2024.
223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.