Kovitz Investment Group Partners’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Kovitz Investment Group Partners’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 Q1	$5.55M	Buy	111,884 +3,917	+4%	+$198K	0.13%	126
2025 Q4	$5.45M	Buy	107,967 +2,812	+3%	+$144K	0.12%	138
2025 Q3	$5.42M	Buy	105,155 +70,857	+207%	+$3.57M	0.02%	454
2025 Q2	$1.72M	Sell	34,298 -210,700	-86%	-$10.3M	0.01%	672
2025 Q1	$12.3M	Sell	244,998 -156,326	-39%	-$7.8M	0.06%	229
2024 Q4	$19.9M	Buy	401,324 +30,302	+8%	+$1.55M	0.1%	171
2024 Q3	$19.9M	Buy	371,022 +198,484	+115%	+$10.4M	0.14%	136
2024 Q2	$8.65M	Buy	+172,538	New	+$8.63M	0.07%	197

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Kovitz Investment Group Partners's IGLB Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 3.6% in Q1 2026, buying an estimated $198K and bringing the position to 111,884 shares worth $5.55M. The position accounts for 0.13% of the portfolio, ranked #126.

Kovitz Investment Group Partners first reported a position in IGLB in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.9M in Q3 2024. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

Kovitz Investment Group Partners held 111,884 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $5.55M as of Q1 2026.
Kovitz Investment Group Partners bought 3,917 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $198K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.13% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #126 holding.
Kovitz Investment Group Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $19.9M in Q3 2024.
223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.