KFAA
IGLB icon

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

Klaas Financial Asset 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 		$23.8M Buy
475,930
+26,021
+6% +$1.3M 2.97% 10
2026
Q1 		$22.3M Buy
449,909
+216,131
+92% +$10.9M 3.08% 10
2025
Q4 		$11.8M Buy
233,778
+11,249
+5% +$577K 1.71% 12
2025
Q3 		$11.5M Buy
222,529
+3,720
+2% +$188K 1.72% 12
2025
Q2 		$11M Buy
218,809
+5,224
+2% +$255K 1.74% 12
2025
Q1 		$10.7M Buy
213,585
+6,559
+3% +$327K 1.85% 12
2024
Q4 		$10.2M Buy
207,026
+2,307
+1% +$118K 1.8% 12
2024
Q3 		$11M Buy
204,719
+1,664
+0.8% +$86.8K 1.9% 12
2024
Q2 		$10.2M Buy
203,055
+16,768
+9% +$839K 1.86% 12
2024
Q1 		$9.6M Buy
186,287
+2,822
+2% +$145K 1.91% 12
2023
Q4 		$9.67M Buy
183,465
+3,929
+2% +$190K 2.02% 12
2023
Q3 		$8.46M Buy
179,536
+2,143
+1% +$106K 1.92% 13
2023
Q2 		$9.14M Buy
177,393
+888
+0.5% +$45.6K 2.04% 12
2023
Q1 		$9.25M Buy
176,505
+3,273
+2% +$170K 2.14% 12
2022
Q4 		$8.63M Buy
173,232
+146,071
+538% +$7.21M 2.14% 13
2022
Q3 		$1.31M Sell
27,161
-3,307
-11% -$176K 0.33% 29
2022
Q2 		$1.62M Sell
30,468
-13,396
-31% -$742K 0.4% 24
2022
Q1 		$2.69M Sell
43,864
-2,550
-5% -$163K 0.62% 20
2021
Q4 		$3.23M Buy
46,414
+588
+1% +$41.1K 0.73% 18
2021
Q3 		$3.17M Sell
45,826
-723
-2% -$51.4K 0.77% 17
2021
Q2 		$3.27M Sell
46,549
-103
-0.2% -$7.01K 0.82% 17
2021
Q1 		$3.11M Buy
46,652
+36,047
+340% +$2.49M 0.87% 17
2020
Q4 		$774K Buy
+10,605
New +$758K 0.22% 24

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

Klaas Financial Asset Advisors's IGLB Position: Q2 2026 in Review

Klaas Financial Asset Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 5.8% in Q2 2026, buying an estimated $1.3M and bringing the position to 475,930 shares worth $23.8M. The position accounts for 2.97% of the portfolio, ranked #10.

Klaas Financial Asset Advisors first reported a position in IGLB in Q4 2020 and has held it in 23 quarters since. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Klaas Financial Asset Advisors held 475,930 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $23.8M as of Q2 2026.
  • Klaas Financial Asset Advisors bought 26,021 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.3M.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 2.97% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #10 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.