Private Trust Company’s Principal Investment Grade Corporate Active ETF IG Stock Holding History

Private Trust Company’s Portfolio IG Stock Details IG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7K	Hold	1,000	–	–	﹤0.01%	1771
2026 Q1	$20.6K	Hold	1,000	–	–	﹤0.01%	1678
2025 Q4	$20.9K	Hold	1,000	–	–	﹤0.01%	1638
2025 Q3	$21.1K	Hold	1,000	–	–	﹤0.01%	1621
2025 Q2	$20.8K	Buy	+1,000	New	+$20.4K	﹤0.01%	1547

Other funds holding IG

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Private Trust Company's IG Position: Q2 2026 in Review

Private Trust Company held its Principal Investment Grade Corporate Active ETF (IG) position steady in Q2 2026 at 1,000 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Private Trust Company first reported a position in IG in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.1K in Q3 2025. 3 funds tracked by Wall St. Rank hold IG as of Q2 2026.

Private Trust Company held 1,000 shares of Principal Investment Grade Corporate Active ETF worth $20.7K as of Q2 2026.
Private Trust Company left its Principal Investment Grade Corporate Active ETF share count unchanged in Q2 2026.
Principal Investment Grade Corporate Active ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1771 holding.
Private Trust Company first reported a position in Principal Investment Grade Corporate Active ETF in Q2 2025 and has held it in 5 quarters since.
Private Trust Company's Principal Investment Grade Corporate Active ETF position peaked at $21.1K in Q3 2025.
3 funds tracked by Wall St. Rank held Principal Investment Grade Corporate Active ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.