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James Investment Research’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

James Investment Research’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 		$821K Sell
16,415
-248
-1% -$12.4K 0.08% 208
2026
Q1 		$827K Sell
16,663
-2,243
-12% -$113K 0.09% 190
2025
Q4 		$954K Sell
18,906
-398
-2% -$20.4K 0.1% 168
2025
Q3 		$995K Sell
19,304
-810
-4% -$40.8K 0.11% 165
2025
Q2 		$1.01M Sell
20,114
-464
-2% -$22.7K 0.12% 147
2025
Q1 		$1.03M Sell
20,578
-484
-2% -$24.2K 0.13% 144
2024
Q4 		$1.04M Buy
21,062
+13,855
+192% +$711K 0.12% 150
2024
Q3 		$386K Sell
7,207
-455
-6% -$23.7K 0.04% 246
2024
Q2 		$383K Sell
7,662
-455
-6% -$22.8K 0.05% 243
2024
Q1 		$418K Buy
8,117
+2,170
+36% +$111K 0.05% 232
2023
Q4 		$313K Buy
+5,947
New +$288K 0.04% 247
2023
Q2 		– Sell
-1,124
Closed -$59K – 394
2023
Q1 		$59K Buy
1,124
+869
+341% +$45.1K 0.01% 347
2022
Q4 		$13K Buy
255
+230
+920% +$11.3K ﹤0.01% 466
2022
Q3 		$1K Hold
25
– – ﹤0.01% 511
2022
Q2 		$1K Hold
25
– – ﹤0.01% 500
2022
Q1 		$2K Hold
25
– – ﹤0.01% 483
2021
Q4 		$2K Buy
25
+1
+4% +$70 ﹤0.01% 489
2021
Q3 		$2K Buy
24
+2
+9% +$142 ﹤0.01% 474
2021
Q2 		$2K Hold
22
– – ﹤0.01% 483
2021
Q1 		$1K Hold
22
– – ﹤0.01% 473
2020
Q4 		$2K Sell
22
-1,998
-99% -$143K ﹤0.01% 490
2020
Q3 		$142K Sell
2,020
-3
-0.1% -$215 0.01% 270
2020
Q2 		$142K Buy
2,023
+7
+0.3% +$469 0.01% 265
2020
Q1 		$128K Buy
2,016
+2,008
+25,100% +$134K 0.01% 255
2019
Q4 		$1K Hold
8
– – ﹤0.01% 503
2019
Q3 		$1K Hold
8
– – ﹤0.01% 560
2019
Q2 		$1K Hold
8
– – ﹤0.01% 655
2019
Q1 		$0 Hold
8
– – ﹤0.01% 860
2018
Q4 		$0 Buy
+8
New +$449 ﹤0.01% 847

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

James Investment Research's IGLB Position: Q2 2026 in Review

James Investment Research reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.5% in Q2 2026, selling an estimated $12.4K and leaving 16,415 shares worth $821K. The position accounts for 0.08% of the portfolio, ranked #208.

James Investment Research first reported a position in IGLB in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.04M in Q4 2024. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • James Investment Research held 16,415 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $821K as of Q2 2026.
  • James Investment Research sold 248 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.08% of James Investment Research's portfolio in Q2 2026, its #208 holding.
  • James Investment Research first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • James Investment Research's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.04M in Q4 2024.
  • 214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.