Berkeley Capital Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Berkeley Capital Partners’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 Q2	$890K	Buy	17,792 +89	+0.5%	+$4.43K	0.18%	105
2026 Q1	$879K	Sell	17,703 -150	-0.8%	-$7.58K	0.2%	98
2025 Q4	$901K	Sell	17,853 -381	-2%	-$19.5K	0.21%	94
2025 Q3	$940K	Sell	18,234 -306	-2%	-$15.4K	0.22%	90
2025 Q2	$931K	Sell	18,540 -30	-0.2%	-$1.47K	0.24%	87
2025 Q1	$933K	Sell	18,570 -39	-0.2%	-$1.95K	0.26%	84
2024 Q4	$919K	Buy	18,609 +16	+0.1%	+$821	0.26%	83
2024 Q3	$996K	Buy	18,593 +26	+0.1%	+$1.36K	0.28%	80
2024 Q2	$929K	Sell	18,567 -298	-2%	-$14.9K	0.28%	74
2024 Q1	$972K	Buy	18,865 +27	+0.1%	+$1.39K	0.3%	70
2023 Q4	$993K	Buy	+18,838	New	+$911K	0.33%	63

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkeley Capital Partners's IGLB Position: Q2 2026 in Review

Berkeley Capital Partners increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 0.5% in Q2 2026, buying an estimated $4.43K and bringing the position to 17,792 shares worth $890K. The position accounts for 0.18% of the portfolio, ranked #105.

Berkeley Capital Partners first reported a position in IGLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $996K in Q3 2024. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Berkeley Capital Partners held 17,792 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $890K as of Q2 2026.
Berkeley Capital Partners bought 89 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.43K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.18% of Berkeley Capital Partners's portfolio in Q2 2026, its #105 holding.
Berkeley Capital Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Berkeley Capital Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $996K in Q3 2024.
215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.