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

Invera Wealth Advisors’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 		$408K Buy
8,159
+100
+1% +$4.98K 0.22% 93
2026
Q1 		$400K Sell
8,059
-1,089
-12% -$55K 0.26% 78
2025
Q4 		$462K Buy
9,148
+4,714
+106% +$242K 0.29% 67
2025
Q3 		$229K Sell
4,434
-123
-3% -$6.2K 0.14% 81
2025
Q2 		$229K Sell
4,557
-18,330
-80% -$896K 0.15% 81
2025
Q1 		$1.15M Buy
+22,887
New +$1.14M 0.74% 46
2024
Q1 		– Sell
-7,536
Closed -$397K – 78
2023
Q4 		$397K Buy
+7,536
New +$365K 0.25% 79

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

Invera Wealth Advisors's IGLB Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.2% in Q2 2026, buying an estimated $4.98K and bringing the position to 8,159 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #93.

Invera Wealth Advisors first reported a position in IGLB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Invera Wealth Advisors held 8,159 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $408K as of Q2 2026.
  • Invera Wealth Advisors bought 100 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.98K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.22% of Invera Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Invera Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.15M in Q1 2025.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.