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

Horizons 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
Q1 		$184K Sell
3,706
-577
-13% -$29.1K 0.12% 63
2025
Q4 		$216K Buy
4,283
+689
+19% +$35.3K 0.14% 64
2025
Q3 		$185K Buy
3,594
+49
+1% +$2.47K 0.13% 65
2025
Q2 		$178K Buy
3,545
+271
+8% +$13.3K 0.13% 67
2025
Q1 		$164K Sell
3,274
-68
-2% -$3.39K 0.12% 67
2024
Q4 		$165K Sell
3,342
-150
-4% -$7.7K 0.13% 66
2024
Q3 		$187K Hold
3,492
– – 0.14% 65
2024
Q2 		$177K Hold
3,492
– – 0.14% 67
2024
Q1 		$184K Hold
3,492
– – 0.12% 63
2023
Q4 		$184K Sell
3,492
-3,461
-50% -$167K 0.12% 63
2023
Q3 		$328K Sell
6,953
-328
-5% -$16.3K 0.24% 49
2023
Q2 		$375K Sell
7,281
-269
-4% -$13.8K 0.27% 44
2023
Q1 		$396K Sell
7,550
-2,805
-27% -$145K 0.29% 39
2022
Q4 		$516K Sell
10,355
-129
-1% -$6.36K 0.41% 32
2022
Q3 		$506K Hold
10,484
– – 0.47% 25
2022
Q2 		$576K Buy
+10,484
New +$580K 0.47% 25

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