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

Mittelman Wealth 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	$7.83M	Sell	32,844 -147,955	-82%	-$7.37M	5.18%	7
2026 Q1	$8.97M	Buy	180,799 +33,156	+22%	+$1.67M	5.59%	7
2025 Q4	$7.45M	Buy	147,643 +5,382	+4%	+$276K	4.84%	8
2025 Q3	$7.33M	Buy	142,261 +339	+0.2%	+$17.1K	4.8%	8
2025 Q2	$7.13M	Sell	141,922 -9,362	-6%	-$458K	6.01%	7
2025 Q1	$7.6M	Sell	151,284 -4,239	-3%	-$212K	6.86%	6
2024 Q4	$7.68M	Sell	155,523 -206,166	-57%	-$10.6M	7.15%	6
2024 Q3	$19.4M	Buy	+361,689	New	+$18.9M	11.01%	5

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

Mittelman Wealth Management's IGLB Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 82% in Q2 2026, selling an estimated $7.37M and leaving 32,844 shares worth $7.83M. The position accounts for 5.18% of the portfolio, ranked #7.

Mittelman Wealth Management first reported a position in IGLB in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.4M in Q3 2024. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Mittelman Wealth Management held 32,844 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $7.83M as of Q2 2026.
Mittelman Wealth Management sold 147,955 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.37M.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 5.18% of Mittelman Wealth Management's portfolio in Q2 2026, its #7 holding.
Mittelman Wealth Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Mittelman Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $19.4M 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 Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.