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 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 $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mittelman Wealth Management's IGLB Position: Q1 2026 in Review

Mittelman Wealth Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 22% in Q1 2026, buying an estimated $1.67M and bringing the position to 180,799 shares worth $8.97M. The position accounts for 5.59% of the portfolio, ranked #7.

Mittelman Wealth Management first reported a position in IGLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.4M in Q3 2024. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

Mittelman Wealth Management held 180,799 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $8.97M as of Q1 2026.
Mittelman Wealth Management bought 33,156 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.67M.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 5.59% of Mittelman Wealth Management's portfolio in Q1 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 7 quarters since.
Mittelman Wealth Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $19.4M in Q3 2024.
223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.