Venturi Wealth Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Venturi Wealth Management’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 Q1	–	Sell	-125	Closed	-$6.17K	–	1185
2024 Q4	$6.17K	Hold	125	–	–	﹤0.01%	1585
2024 Q3	$6.7K	Hold	125	–	–	﹤0.01%	1310
2024 Q2	$6.25K	Hold	125	–	–	﹤0.01%	1187
2024 Q1	$6.44K	Sell	125 -125	-50%	-$6.41K	﹤0.01%	1026
2023 Q4	$13.2K	Hold	250	–	–	﹤0.01%	812
2023 Q3	$11.8K	Hold	250	–	–	﹤0.01%	767
2023 Q2	$12.9K	Hold	250	–	–	﹤0.01%	622
2023 Q1	$13.1K	Buy	+250	New	+$13K	﹤0.01%	676

Other funds holding IGLB

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

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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

AIMU

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

KIM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Venturi Wealth Management's IGLB Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2025, closing a stake of 125 shares — an estimated $6.17K sold.

Venturi Wealth Management first reported a position in IGLB in Q1 2023 and held it in 8 quarters. The position peaked at $13.2K in Q4 2023. 219 funds tracked by Wall St. Rank hold IGLB as of Q1 2025.

Venturi Wealth Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 125 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2025, an estimated $6.17K.
Venturi Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $13.2K in Q4 2023.
219 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.