SWL
IGLB icon

STACKSTONE WEALTH, LLC’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

STACKSTONE WEALTH, LLC’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
2026
Q3 		$3.87M Buy
+84,857
New +$4.07M 0.38% 64

Other funds holding IGLB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IGLB Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2026: 84,857 shares worth $3.87M. The stake represents 0.38% of the portfolio and ranks #64 among its holdings.

37 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 84,857 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $3.87M as of Q3 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.38% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #64 holding.
  • 37 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.