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Sowell Financial Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Sowell Financial Services’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
-7,872
Closed -$395K – 1069
2025
Q1 		$395K Buy
+7,872
New +$393K 0.02% 656
2022
Q1 		– Sell
-17,230
Closed -$1.2M – 319
2021
Q4 		$1.2M Sell
17,230
-1,114
-6% -$77.8K 0.07% 298
2021
Q3 		$1.27M Sell
18,344
-3,067
-14% -$218K 0.09% 258
2021
Q2 		$1.5M Buy
21,411
+1,993
+10% +$136K 0.1% 231
2021
Q1 		$1.32M Buy
19,418
+19,276
+13,575% +$1.33M 0.05% 339
2020
Q4 		$10K Sell
142
-4
-3% -$286 ﹤0.01% 2009
2020
Q3 		$10K Buy
146
+32
+28% +$2.3K ﹤0.01% 1805
2020
Q2 		$8K Sell
114
-116
-50% -$7.78K ﹤0.01% 1761
2020
Q1 		$15K Buy
230
+49
+27% +$3.27K ﹤0.01% 1478
2019
Q4 		$12K Buy
181
+125
+223% +$8.29K ﹤0.01% 1621
2019
Q3 		$4K Buy
+56
New +$3.66K ﹤0.01% 1842

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's IGLB Position: Q2 2025 in Review

Sowell Financial Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2025, closing a stake of 7,872 shares — an estimated $395K sold.

Sowell Financial Services first reported a position in IGLB in Q3 2019 and held it in 11 quarters. The position peaked at $1.5M in Q2 2021. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

  • Sowell Financial Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 7,872 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $395K.
  • Sowell Financial Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.5M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.