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 Q3	$5.37M	Buy	117,527 +27,078	+30%	+$1.3M	0.74%	35
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

EFM

Eley Financial Management South Burlington, Vermont $306M AUM 16.69% 1-Year Est. Return

Maia Wealth's IGLB Position: Q3 2026 in Review

Maia Wealth increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 30% in Q3 2026, buying an estimated $1.3M and bringing the position to 117,527 shares worth $5.37M. The position accounts for 0.74% of the portfolio, ranked #35.

Maia Wealth first reported a position in IGLB in Q2 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

Maia Wealth held 117,527 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $5.37M as of Q3 2026.
Maia Wealth bought 27,078 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.3M.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.74% of Maia Wealth's portfolio in Q3 2026, its #35 holding.
Maia Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.