Capstone Investment Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Capstone Investment Advisors’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 Q4	–	Sell	-159,501	Closed	-$8.22M	–	1816
2025 Q3	$8.22M	Buy	+159,501	New	+$8.04M	0.02%	354
2024 Q4	–	Sell	-88,201	Closed	-$4.73M	–	1920
2024 Q3	$4.73M	Buy	88,201 +11,700	+15%	+$610K	0.01%	476
2024 Q2	$3.83M	Sell	76,501 -900	-1%	-$45K	0.01%	519
2024 Q1	$3.99M	Sell	77,401 -56,100	-42%	-$2.88M	0.01%	524
2023 Q4	$7.03M	Buy	+133,501	New	+$6.46M	0.02%	425
2023 Q2	–	Sell	-80,000	Closed	-$4.19M	–	1879
2023 Q1	$4.19M	Buy	+80,000	New	+$4.15M	0.02%	398
2021 Q3	–	Sell	-42,900	Closed	-$3.01M	–	2035
2021 Q2	$3.01M	Buy	+42,900	New	+$2.92M	0.01%	876
2021 Q1	–	Sell	-20,149	Closed	-$1.47M	–	1808
2020 Q4	$1.47M	Buy	20,149 +4,776	+31%	+$341K	﹤0.01%	964
2020 Q3	$1.08M	Buy	+15,373	New	+$1.1M	0.01%	993

Other funds holding IGLB

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capstone Investment Advisors's IGLB Position: Q4 2025 in Review

Capstone Investment Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2025, closing a stake of 159,501 shares — an estimated $8.22M sold.

Capstone Investment Advisors first reported a position in IGLB in Q3 2020 and held it in 9 quarters. The position peaked at $8.22M in Q3 2025. 233 funds tracked by Wall St. Rank hold IGLB as of Q4 2025.

Capstone Investment Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Capstone Investment Advisors sold 159,501 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $8.22M.
Capstone Investment Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
Capstone Investment Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $8.22M in Q3 2025.
233 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.