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D.L. Carlson Investment Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

D.L. Carlson Investment Group’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 		$292K Hold
5,840
– – 0.05% 121
2026
Q1 		$290K Sell
5,840
-4,485
-43% -$227K 0.05% 122
2025
Q4 		$521K Sell
10,325
-3,950
-28% -$203K 0.09% 106
2025
Q3 		$736K Hold
14,275
– – 0.12% 98
2025
Q2 		$717K Sell
14,275
-15,000
-51% -$733K 0.13% 97
2025
Q1 		$1.47M Sell
29,275
-7,000
-19% -$349K 0.28% 85
2024
Q4 		$1.79M Hold
36,275
– – 0.32% 79
2024
Q3 		$1.94M Hold
36,275
– – 0.35% 79
2024
Q2 		$1.82M Buy
+36,275
New +$1.81M 0.35% 80

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 22.96% 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

D.L. Carlson Investment Group's IGLB Position: Q2 2026 in Review

D.L. Carlson Investment Group held its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) position steady in Q2 2026 at 5,840 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #121.

D.L. Carlson Investment Group first reported a position in IGLB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2024. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • D.L. Carlson Investment Group held 5,840 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $292K as of Q2 2026.
  • D.L. Carlson Investment Group left its iShares 10+ Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.05% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #121 holding.
  • D.L. Carlson Investment Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • D.L. Carlson Investment Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.94M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.