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

San Luis Wealth Advisors’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 Q2	–	Sell	-264,940	Closed	-$13.3M	–	147
2025 Q1	$13.3M	Sell	264,940 -33,096	-11%	-$1.65M	3.01%	7
2024 Q4	$14.7M	Buy	298,036 +23,973	+9%	+$1.23M	2.79%	8
2024 Q3	$14.7M	Buy	+274,063	New	+$14.3M	3.03%	7

Other funds holding IGLB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

San Luis Wealth Advisors's IGLB Position: Q2 2025 in Review

San Luis Wealth Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2025, closing a stake of 264,940 shares — an estimated $13.3M sold.

San Luis Wealth Advisors first reported a position in IGLB in Q3 2024 and held it in 3 quarters. The position peaked at $14.7M in Q4 2024. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

San Luis Wealth Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 264,940 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $13.3M.
San Luis Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
San Luis Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $14.7M in Q4 2024.
211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on San Luis Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.