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

Dogwood 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
2026 Q2	$11.1K	Buy	222 +23	+12%	+$1.15K	﹤0.01%	364
2026 Q1	$9.88K	Buy	199 +153	+333%	+$7.73K	﹤0.01%	348
2025 Q4	$2.32K	Buy	46 +29	+171%	+$1.49K	﹤0.01%	541
2025 Q3	$876	Hold	17	–	–	﹤0.01%	611
2025 Q2	$838	Buy	+17	New	+$831	﹤0.01%	617

Other funds holding IGLB

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

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

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Israel Discount Bank of New York New York $54M AUM 13.02% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return