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

Maridea Wealth Management’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
-4,271
Closed -$223K – 428
2025
Q3 		$223K Buy
+4,271
New +$215K 0.03% 386

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 $58.2B AUM 22.78% 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

Maridea Wealth Management's IGLB Position: Q4 2025 in Review

Maridea Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2025, closing a stake of 4,271 shares — an estimated $223K sold.

Maridea Wealth Management first reported a position in IGLB in Q3 2025 and held it in 1 quarter. The position peaked at $223K in Q3 2025. 233 funds tracked by Wall St. Rank hold IGLB as of Q4 2025.

  • Maridea Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 4,271 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $223K.
  • Maridea Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Maridea Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $223K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.