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Maia Wealth’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Maia Wealth’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 		$4.53M Sell
90,449
-9,768
-10% -$487K 0.67% 41
2026
Q1 		$4.97M Buy
100,217
+24,687
+33% +$1.25M 0.84% 24
2025
Q4 		$3.87M Buy
75,530
+36,466
+93% +$1.87M 0.66% 38
2025
Q3 		$1.99M Buy
39,064
+30,889
+378% +$1.56M 0.34% 83
2025
Q2 		$410K Buy
+8,175
New +$400K 0.08% 219

Other funds holding IGLB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Maia Wealth's IGLB Position: Q2 2026 in Review

Maia Wealth reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 9.7% in Q2 2026, selling an estimated $487K and leaving 90,449 shares worth $4.53M. The position accounts for 0.67% of the portfolio, ranked #41.

Maia Wealth first reported a position in IGLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.97M in Q1 2026. 64 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Maia Wealth held 90,449 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $4.53M as of Q2 2026.
  • Maia Wealth sold 9,768 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $487K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.67% of Maia Wealth's portfolio in Q2 2026, its #41 holding.
  • Maia Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Maia Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.97M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.