IWC
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Integrated Wealth Concepts’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Integrated Wealth Concepts’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 		$18.8M Buy
374,744
+143,613
+62% +$7.16M 0.09% 211
2026
Q1 		$11.5M Buy
231,131
+80,875
+54% +$4.09M 0.09% 227
2025
Q4 		$7.58M Sell
150,256
-54,589
-27% -$2.8M 0.09% 207
2025
Q3 		$10.6M Buy
204,845
+73,625
+56% +$3.71M 0.09% 204
2025
Q2 		$6.59M Sell
131,220
-78,993
-38% -$3.86M 0.07% 278
2025
Q1 		$10.6M Buy
210,213
+102,517
+95% +$5.12M 0.12% 162
2024
Q4 		$5.32M Buy
107,696
+39,717
+58% +$2.04M 0.06% 283
2024
Q3 		$3.64M Buy
67,979
+398
+0.6% +$20.8K 0.04% 363
2024
Q2 		$3.38M Sell
67,581
-133
-0.2% -$6.65K 0.05% 358
2024
Q1 		$3.49M Buy
67,714
+35,009
+107% +$1.8M 0.05% 346
2023
Q4 		$1.72M Buy
32,705
+7,426
+29% +$359K 0.03% 532
2023
Q3 		$1.19M Buy
25,279
+18,949
+299% +$940K 0.02% 622
2023
Q2 		$326K Buy
+6,330
New +$325K 0.01% 1189
2022
Q2 		– Sell
-33,800
Closed -$2.08M – 1020
2022
Q1 		$2.08M Sell
33,800
-545
-2% -$34.8K 0.06% 254
2021
Q4 		$2.39M Buy
34,345
+884
+3% +$61.8K 0.07% 225
2021
Q3 		$2.32M Sell
33,461
-43,884
-57% -$3.12M 0.08% 220
2021
Q2 		$5.43M Buy
77,345
+18,658
+32% +$1.27M 0.19% 104
2021
Q1 		$3.91M Sell
58,687
-327,234
-85% -$22.6M 0.16% 114
2020
Q4 		$28.2M Buy
+385,921
New +$27.6M 1.33% 13

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

Integrated Wealth Concepts's IGLB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 62% in Q2 2026, buying an estimated $7.16M and bringing the position to 374,744 shares worth $18.8M. The position accounts for 0.09% of the portfolio, ranked #211.

Integrated Wealth Concepts first reported a position in IGLB in Q4 2020 and has held it in 19 quarters since. The position peaked at $28.2M in Q4 2020. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Integrated Wealth Concepts held 374,744 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $18.8M as of Q2 2026.
  • Integrated Wealth Concepts bought 143,613 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.16M.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.09% of Integrated Wealth Concepts's portfolio in Q2 2026, its #211 holding.
  • Integrated Wealth Concepts first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $28.2M in Q4 2020.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.