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

Insight Wealth Strategies’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 		– Sell
-495,996
Closed -$24.6M – 191
2026
Q1 		$24.6M Buy
495,996
+19,525
+4% +$986K 2.75% 8
2025
Q4 		$24M Buy
476,471
+15,912
+3% +$816K 2.76% 9
2025
Q3 		$23.7M Buy
460,559
+17,231
+4% +$869K 2.8% 8
2025
Q2 		$22.2M Buy
443,328
+5,001
+1% +$245K 2.81% 10
2025
Q1 		$22M Buy
+438,327
New +$21.9M 2.96% 9
2021
Q3 		– Sell
-4,564
Closed -$320K – 190
2021
Q2 		$320K Buy
4,564
+575
+14% +$39.1K 0.05% 155
2021
Q1 		$266K Sell
3,989
-42,533
-91% -$2.93M 0.04% 190
2020
Q4 		$3.4M Buy
+46,522
New +$3.33M 0.58% 28
2020
Q2 		– Sell
-42,156
Closed -$2.68M – 175
2020
Q1 		$2.68M Buy
42,156
+3,740
+10% +$249K 0.71% 24
2019
Q4 		$2.56M Buy
38,416
+4,418
+13% +$293K 0.54% 33
2019
Q3 		$2.27M Buy
33,998
+28,827
+557% +$1.89M 0.53% 33
2019
Q2 		$330K Buy
+5,171
New +$315K 0.08% 134

Other funds holding IGLB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Insight Wealth Strategies's IGLB Position: Q2 2026 in Review

Insight Wealth Strategies sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026, closing a stake of 495,996 shares — an estimated $24.6M sold.

Insight Wealth Strategies first reported a position in IGLB in Q2 2019 and held it in 12 quarters. The position peaked at $24.6M in Q1 2026. 73 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Insight Wealth Strategies reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 495,996 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $24.6M.
  • Insight Wealth Strategies first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
  • Insight Wealth Strategies's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $24.6M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.