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Trivium Point Advisory’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Trivium Point Advisory’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
-4,134
Closed -$208K – 349
2025
Q1 		$208K Sell
4,134
-3,966
-49% -$198K 0.03% 325
2024
Q4 		$400K Sell
8,100
-31
-0.4% -$1.59K 0.05% 251
2024
Q3 		$411K Buy
+8,131
New +$424K 0.06% 243

Other funds holding IGLB

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trivium Point Advisory's IGLB Position: Q2 2025 in Review

Trivium Point Advisory sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2025, closing a stake of 4,134 shares — an estimated $208K sold.

Trivium Point Advisory first reported a position in IGLB in Q3 2024 and held it in 3 quarters. The position peaked at $411K in Q3 2024. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

  • Trivium Point Advisory reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 4,134 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $208K.
  • Trivium Point Advisory first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 3 quarters.
  • Trivium Point Advisory's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $411K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Trivium Point Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.