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

Peak Planning 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
Q2 		$246K Hold
4,907
– – 0.06% 115
2026
Q1 		$244K Hold
4,907
– – 0.07% 107
2025
Q4 		$248K Hold
4,907
– – 0.07% 108
2025
Q3 		$253K Hold
4,907
– – 0.13% 77
2025
Q2 		$246K Buy
4,907
+909
+23% +$44.5K 0.16% 77
2025
Q1 		$201K Buy
+3,998
New +$200K 0.08% 119

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
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
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Peak Planning Group's IGLB Position: Q2 2026 in Review

Peak Planning Group held its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) position steady in Q2 2026 at 4,907 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #115.

Peak Planning Group first reported a position in IGLB in Q1 2025 and has held it in 6 quarters since. The position peaked at $253K in Q3 2025. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Peak Planning Group held 4,907 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $246K as of Q2 2026.
  • Peak Planning Group left its iShares 10+ Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #115 holding.
  • Peak Planning Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Peak Planning Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $253K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.