KKM Financial’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

KKM Financial’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	$360K	Sell	7,196 -24	-0.3%	-$1.2K	0.05%	139
2026 Q1	$364K	Hold	7,220	–	–	0.06%	139
2025 Q4	$364K	Sell	7,220 -200	-3%	-$10.3K	0.06%	139
2025 Q3	$382K	Buy	7,420 +2,500	+51%	+$126K	0.12%	109
2025 Q2	$248K	Sell	4,920 -507	-9%	-$24.8K	0.09%	143
2025 Q1	$263K	Hold	5,427	–	–	0.11%	127
2024 Q4	$270K	Buy	+5,427	New	+$278K	0.11%	129

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KKM Financial's IGLB Position: Q2 2026 in Review

KKM Financial reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 0.33% in Q2 2026, selling an estimated $1.2K and leaving 7,196 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #139.

KKM Financial first reported a position in IGLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q3 2025. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

KKM Financial held 7,196 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $360K as of Q2 2026.
KKM Financial sold 24 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.2K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.05% of KKM Financial's portfolio in Q2 2026, its #139 holding.
KKM Financial first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
KKM Financial's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $382K in Q3 2025.
215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.