Milestone Asset Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Milestone Asset Management’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	-16,876	Closed	-$838K	–	276
2026 Q1	$838K	Sell	16,876 -467	-3%	-$23.6K	0.15%	130
2025 Q4	$875K	Buy	17,343 +547	+3%	+$28K	0.17%	116
2025 Q3	$866K	Buy	+16,796	New	+$847K	0.16%	104
2025 Q1	–	Sell	-139,151	Closed	-$6.87M	–	224
2024 Q4	$6.87M	Buy	+139,151	New	+$7.14M	1.51%	15
2024 Q2	–	Sell	-121,718	Closed	-$6.27M	–	201
2024 Q1	$6.27M	Buy	+121,718	New	+$6.25M	1.79%	11

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 22.96% 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

Milestone Asset Management's IGLB Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026, closing a stake of 16,876 shares — an estimated $838K sold.

Milestone Asset Management first reported a position in IGLB in Q1 2024 and held it in 5 quarters. The position peaked at $6.87M in Q4 2024. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Milestone Asset Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Milestone Asset Management sold 16,876 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $838K.
Milestone Asset Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Milestone Asset Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $6.87M in Q4 2024.
214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.