Passumpsic Savings Bank’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Passumpsic Savings Bank’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	$967K	Buy	+19,168	New	+$983K	0.53%	49
2024 Q4	$1.18M	Buy	23,793 +2,377	+11%	+$122K	0.73%	45
2024 Q3	$1.15M	Buy	+21,416	New	+$1.12M	0.75%	44

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Passumpsic Savings Bank's IGLB Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2025: 19,168 shares worth $967K. The stake represents 0.53% of the portfolio and ranks #49 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in IGLB as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in IGLB in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2024. 233 funds tracked by Wall St. Rank hold IGLB as of Q4 2025.

Passumpsic Savings Bank held 19,168 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $967K as of Q4 2025.
iShares 10+ Year Investment Grade Corporate Bond ETF was a new Passumpsic Savings Bank position in Q4 2025.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.53% of Passumpsic Savings Bank's portfolio in Q4 2025, its #49 holding.
Passumpsic Savings Bank first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
Passumpsic Savings Bank's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.18M in Q4 2024.
233 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.