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

Paragon Private 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
Q1 		– Sell
-8,576
Closed -$424K – 184
2024
Q4 		$424K Buy
+8,576
New +$440K 0.2% 113

Other funds holding IGLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Paragon Private Wealth Management's IGLB Position: Q1 2025 in Review

Paragon Private Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 8,576 shares — an estimated $424K sold.

Paragon Private Wealth Management first reported a position in IGLB in Q4 2024 and held it in 1 quarter. The position peaked at $424K in Q4 2024. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

  • Paragon Private Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Paragon Private Wealth Management sold 8,576 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $424K.
  • Paragon Private Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Paragon Private Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $424K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Paragon Private Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.