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

Marcum Wealth’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	$402K	Sell	7,997 -326	-4%	-$16.3K	0.03%	226
2024 Q4	$411K	Buy	8,323 +209	+3%	+$10.7K	0.04%	222
2024 Q3	$435K	Sell	8,114 -4,289	-35%	-$224K	0.04%	223
2024 Q2	$621K	Buy	12,403 +1,437	+13%	+$71.9K	0.06%	158
2024 Q1	$565K	Sell	10,966 -59	-0.5%	-$3.03K	0.06%	174
2023 Q4	$581K	Sell	11,025 -119	-1%	-$5.76K	0.06%	156
2023 Q3	$525K	Buy	11,144 +6,737	+153%	+$334K	0.06%	164
2023 Q2	$227K	Buy	+4,407	New	+$226K	0.03%	306

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 $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Marcum Wealth's IGLB Position: Q1 2025 in Review

Marcum Wealth reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 3.9% in Q1 2025, selling an estimated $16.3K and leaving 7,997 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #226.

Marcum Wealth first reported a position in IGLB in Q2 2023 and has held it in 8 quarters since. The position peaked at $621K in Q2 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

Marcum Wealth held 7,997 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $402K as of Q1 2025.
Marcum Wealth sold 326 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $16.3K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #226 holding.
Marcum Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
Marcum Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $621K in Q2 2024.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.