United Capital Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
18,420
-86,773
| -82% | -$4.36M | 0.01% | 601 |
|
|
2025
Q1 | $5.28M | Sell |
105,193
-4,409
| -4% | -$221K | 0.05% | 265 |
|
|
2024
Q4 | $5.41M | Buy |
+109,602
| New | +$5.41M | 0.05% | 250 |
|
|
2017
Q3 | – | Sell |
-2,414
| Closed | -$2.7M | – | 1326 |
|
|
2017
Q2 | $2.7M | Buy |
+2,414
| New | +$2.7M | 0.02% | 504 |
|
|
2016
Q4 | – | Sell |
-4,464
| Closed | -$282K | – | 1282 |
|
|
2016
Q3 | $282K | Sell |
4,464
-2,680
| -38% | -$169K | ﹤0.01% | 1093 |
|
|
2016
Q2 | $450K | Sell |
7,144
-17,009
| -70% | -$1.07M | ﹤0.01% | 943 |
|
|
2016
Q1 | $1.43M | Sell |
24,153
-17,447
| -42% | -$1.03M | 0.02% | 610 |
|
|
2015
Q4 | $2.32M | Sell |
41,600
-7,318
| -15% | -$407K | 0.03% | 521 |
|
|
2015
Q3 | $2.79M | Sell |
48,918
-15,711
| -24% | -$896K | 0.03% | 455 |
|
|
2015
Q2 | $3.69M | Sell |
64,629
-14,066
| -18% | -$804K | 0.04% | 421 |
|
|
2015
Q1 | $4.82M | Buy |
78,695
+51,312
| +187% | +$3.14M | 0.06% | 341 |
|
|
2014
Q4 | $1.69M | Buy |
+27,383
| New | +$1.69M | 0.03% | 517 |
|