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

Congress Wealth Management’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
Q2 		$6.31M Buy
125,731
+7,693
+7% +$376K 0.06% 341
2025
Q1 		$5.92M Buy
+118,038
New +$5.89M 0.07% 303

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's IGLB Position: Q2 2025 in Review

Congress Wealth Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 6.5% in Q2 2025, buying an estimated $376K and bringing the position to 125,731 shares worth $6.31M. The position accounts for 0.06% of the portfolio, ranked #341.

Congress Wealth Management first reported a position in IGLB in Q1 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

  • Congress Wealth Management held 125,731 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $6.31M as of Q2 2025.
  • Congress Wealth Management bought 7,693 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $376K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #341 holding.
  • Congress Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.