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

Carolina Wealth 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
2026 Q2	$143K	Sell	2,860 -104	-4%	-$5.18K	0.06%	95
2026 Q1	$147K	Sell	2,964 -208	-7%	-$10.5K	0.06%	98
2025 Q4	$160K	Sell	3,172 -247	-7%	-$12.7K	0.07%	79
2025 Q3	$176K	Sell	3,419 -123,469	-97%	-$6.22M	0.08%	79
2025 Q2	$6.37M	Sell	126,888 -7,445	-6%	-$364K	3.14%	10
2025 Q1	$6.75M	Buy	134,333 +6,070	+5%	+$303K	3.64%	6
2024 Q4	$6.34M	Sell	128,263 -213	-0.2%	-$10.9K	3.41%	10
2024 Q3	$6.89M	Sell	128,476 -2,718	-2%	-$142K	3.5%	8
2024 Q2	$6.56M	Buy	131,194 +7,666	+6%	+$383K	3.22%	10
2024 Q1	$6.36M	Buy	123,528 +6,328	+5%	+$325K	3.45%	10
2023 Q4	$6.18M	Buy	117,200 +679	+0.6%	+$32.9K	3.2%	9
2023 Q3	$5.49M	Buy	116,521 +9,385	+9%	+$465K	3.1%	11
2023 Q2	$5.52M	Sell	107,136 -431	-0.4%	-$22.1K	3.32%	8
2023 Q1	$5.64M	Buy	107,567 +3,915	+4%	+$203K	3.3%	8
2022 Q4	$5.16M	Buy	103,652 +27,572	+36%	+$1.36M	3.25%	9
2022 Q3	$3.67M	Buy	76,080 +1,913	+3%	+$102K	2.88%	16
2022 Q2	$3.95M	Buy	74,167 +10,770	+17%	+$596K	2.61%	18
2022 Q1	$3.89M	Buy	63,397 +3,240	+5%	+$207K	2.46%	17
2021 Q4	$4.18M	Buy	60,157 +4,101	+7%	+$287K	2.36%	20
2021 Q3	$3.88M	Buy	56,056 +1,031	+2%	+$73.2K	2.57%	18
2021 Q2	$3.86M	Buy	55,025 +4,750	+9%	+$323K	2.6%	17
2021 Q1	$3.35M	Buy	50,275 +2,038	+4%	+$141K	2.45%	18
2020 Q4	$3.52M	Buy	48,237 +2,354	+5%	+$168K	2.83%	13
2020 Q3	$3.23M	Buy	45,883 +2,873	+7%	+$206K	2.84%	12
2020 Q2	$3.01M	Buy	43,010 +326	+0.8%	+$21.9K	2.91%	12
2020 Q1	$2.72M	Sell	42,684 -17,492	-29%	-$1.17M	3.14%	9
2019 Q4	$4.01M	Buy	+60,176	New	+$3.99M	3.8%	5

Other funds holding IGLB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Carolina Wealth Advisors's IGLB Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 3.5% in Q2 2026, selling an estimated $5.18K and leaving 2,860 shares worth $143K. The position accounts for 0.06% of the portfolio, ranked #95.

Carolina Wealth Advisors first reported a position in IGLB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.89M in Q3 2024. 73 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Carolina Wealth Advisors held 2,860 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $143K as of Q2 2026.
Carolina Wealth Advisors sold 104 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.18K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.06% of Carolina Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Carolina Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $6.89M in Q3 2024.
73 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.