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Cape Investment Advisory’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Cape Investment Advisory’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 		$64.1K Buy
+1,280
New +$63.8K 0.02% 432
2026
Q1 		– Sell
-1,259
Closed -$63.5K – 665
2025
Q4 		$63.5K Buy
1,259
+111
+10% +$5.69K 0.02% 372
2025
Q3 		$59.1K Buy
1,148
+770
+204% +$38.8K 0.06% 209
2025
Q2 		$19K Buy
+378
New +$18.5K 0.01% 520

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cape Investment Advisory's IGLB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026: 1,280 shares worth $64.1K. The stake represents 0.02% of the portfolio and ranks #432 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IGLB as recently as Q4 2025.

Cape Investment Advisory first reported a position in IGLB in Q2 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Cape Investment Advisory held 1,280 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $64.1K as of Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #432 holding.
  • Cape Investment Advisory first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.