HI
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Horizon Investments’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Horizon Investments’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
Q1 		$35.5M Buy
722,529
+204,787
+40% +$10.3M 0.4% 42
2025
Q4 		$26.1M Buy
517,742
+7,877
+2% +$404K 0.33% 56
2025
Q3 		$26.1M Buy
509,865
+7,668
+2% +$387K 0.34% 51
2025
Q2 		$25M Buy
502,197
+155,476
+45% +$7.6M 0.4% 36
2025
Q1 		$17.3M Buy
346,721
+11,472
+3% +$573K 0.51% 34
2024
Q4 		$16.5M Buy
335,249
+141,511
+73% +$7.26M 0.47% 34
2024
Q3 		$10.3M Buy
193,738
+2,392
+1% +$125K 0.27% 41
2024
Q2 		$9.49M Buy
191,346
+5,267
+3% +$263K 0.26% 50
2024
Q1 		$9.51M Sell
186,079
-85,966
-32% -$4.41M 0.25% 57
2023
Q4 		$14.3M Buy
+272,045
New +$13.2M 0.4% 37
2015
Q2 		– Sell
-4,984
Closed -$312K – 115
2015
Q1 		$312K Buy
4,984
+364
+8% +$22.8K 0.03% 71
2014
Q4 		$284K Buy
+4,620
New +$281K 0.03% 66

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return