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

Brinker Capital Investments’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 Q1	$1.31M	Buy	+26,336	New	+$1.33M	0.01%	965
2024 Q2	–	Sell	-6,933	Closed	-$203K	–	1750
2024 Q1	$203K	Buy	+6,933	New	+$356K	﹤0.01%	1616
2018 Q4	–	Sell	-26	Closed	-$2K	–	669
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	597
2018 Q2	$2K	Hold	26	–	–	﹤0.01%	574
2018 Q1	$2K	Hold	26	–	–	﹤0.01%	510
2017 Q4	$2K	Buy	+26	New	+$1.62K	﹤0.01%	492
2016 Q4	–	Sell	-31	Closed	-$2K	–	559
2016 Q3	$2K	Buy	+31	New	+$1.97K	﹤0.01%	445

Other funds holding IGLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return