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 Q2	–	Sell	-111,884	Closed	-$5.55M	–	502
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 $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 22.9% 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

Kovitz Investment Group Partners's IGLB Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026, closing a stake of 111,884 shares — an estimated $5.55M sold.

Kovitz Investment Group Partners first reported a position in IGLB in Q2 2024 and held it in 8 quarters. The position peaked at $19.9M in Q3 2024. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Kovitz Investment Group Partners reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 111,884 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.55M.
Kovitz Investment Group Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
Kovitz Investment Group Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $19.9M in Q3 2024.
215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.