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

Invested 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 		$305K Buy
6,096
+940
+18% +$46.8K 0.27% 103
2026
Q1 		$256K Buy
5,156
+88
+2% +$4.45K 0.26% 108
2025
Q4 		$256K Buy
+5,068
New +$260K 0.26% 104

Other funds holding IGLB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Invested Advisors's IGLB Position: Q2 2026 in Review

Invested Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 18% in Q2 2026, buying an estimated $46.8K and bringing the position to 6,096 shares worth $305K. The position accounts for 0.27% of the portfolio, ranked #103.

Invested Advisors first reported a position in IGLB in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Invested Advisors held 6,096 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $305K as of Q2 2026.
  • Invested Advisors bought 940 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $46.8K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.27% of Invested Advisors's portfolio in Q2 2026, its #103 holding.
  • Invested Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.