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Patten Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Patten Group’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 		– Sell
-4,590
Closed -$232K – 306
2025
Q4 		$232K Sell
4,590
-1,190
-21% -$61K 0.04% 281
2025
Q3 		$298K Sell
5,780
-1,170
-17% -$59K 0.06% 234
2025
Q2 		$349K Sell
6,950
-1,341
-16% -$65.6K 0.07% 219
2025
Q1 		$416K Buy
8,291
+772
+10% +$38.5K 0.1% 192
2024
Q4 		$371K Buy
7,519
+2,125
+39% +$109K 0.08% 210
2024
Q3 		$289K Buy
5,394
+241
+5% +$12.6K 0.06% 225
2024
Q2 		$258K Sell
5,153
-10
-0.2% -$500 0.06% 231
2024
Q1 		$266K Hold
5,163
– – 0.07% 227
2023
Q4 		$272K Buy
5,163
+530
+11% +$25.6K 0.07% 213
2023
Q3 		$218K Sell
4,633
-200
-4% -$9.92K 0.07% 223
2023
Q2 		$249K Buy
+4,833
New +$248K 0.04% 218
2023
Q1 		– Sell
-4,085
Closed -$203K – 239
2022
Q4 		$203K Sell
4,085
-1,230
-23% -$60.7K 0.06% 229
2022
Q3 		$255K Sell
5,315
-949
-15% -$50.5K 0.09% 209
2022
Q2 		$335K Sell
6,264
-380
-6% -$21K 0.11% 183
2022
Q1 		$408K Sell
6,644
-715
-10% -$45.7K 0.11% 182
2021
Q4 		$512K Sell
7,359
-355
-5% -$24.8K 0.14% 164
2021
Q3 		$534K Sell
7,714
-590
-7% -$41.9K 0.16% 151
2021
Q2 		$583K Sell
8,304
-2,965
-26% -$202K 0.17% 146
2021
Q1 		$751K Sell
11,269
-1,200
-10% -$82.7K 0.24% 117
2020
Q4 		$910K Buy
12,469
+1,575
+14% +$113K 0.25% 95
2020
Q3 		$767K Buy
10,894
+1,690
+18% +$121K 0.3% 87
2020
Q2 		$645K Buy
9,204
+810
+10% +$54.3K 0.28% 100
2020
Q1 		$534K Sell
8,394
-4,164
-33% -$278K 0.28% 102
2019
Q4 		$837K Buy
12,558
+8,045
+178% +$533K 0.31% 97
2019
Q3 		$301K Buy
+4,513
New +$295K 0.12% 164

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Patten Group's IGLB Position: Q1 2026 in Review

Patten Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2026, closing a stake of 4,590 shares — an estimated $232K sold.

Patten Group first reported a position in IGLB in Q3 2019 and held it in 25 quarters. The position peaked at $910K in Q4 2020. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • Patten Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Patten Group sold 4,590 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $232K.
  • Patten Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 25 quarters.
  • Patten Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $910K in Q4 2020.
  • 223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.