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Pinnacle Family Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Pinnacle Family Advisors’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 		$3.54M Sell
71,322
-2,048
-3% -$103K 1.66% 17
2025
Q4 		$3.7M Sell
73,370
-678
-0.9% -$34.8K 1.63% 15
2025
Q3 		$3.82M Sell
74,048
-871
-1% -$43.9K 1.67% 14
2025
Q2 		$3.73M Buy
74,919
+631
+0.8% +$30.9K 1.81% 12
2025
Q1 		$3.73M Sell
74,288
-17
-0% -$848 2.03% 13
2024
Q4 		$3.67M Buy
74,305
+467
+0.6% +$24K 1.78% 13
2024
Q3 		$3.96M Sell
73,838
-1,277
-2% -$66.6K 2.05% 12
2024
Q2 		$3.76M Buy
75,115
+10,175
+16% +$509K 2.08% 11
2024
Q1 		$3.35M Sell
64,940
-1,949
-3% -$100K 1.78% 17
2023
Q4 		$3.52M Sell
66,889
-5,365
-7% -$260K 2.07% 15
2023
Q3 		$3.41M Sell
72,254
-358
-0.5% -$17.8K 1.95% 13
2023
Q2 		$3.74M Buy
72,612
+17,484
+32% +$898K 2.02% 14
2023
Q1 		$2.89M Buy
55,128
+25,789
+88% +$1.34M 1.76% 16
2022
Q4 		$1.46M Buy
+29,339
New +$1.45M 1.04% 20
2022
Q1 		– Sell
-15,113
Closed -$1.05M – 124
2021
Q4 		$1.05M Sell
15,113
-2,463
-14% -$172K 0.48% 38
2021
Q3 		$1.22M Buy
17,576
+743
+4% +$52.8K 0.54% 35
2021
Q2 		$1.18M Sell
16,833
-256
-1% -$17.4K 0.52% 38
2021
Q1 		$1.14M Buy
17,089
+6,636
+63% +$457K 0.6% 37
2020
Q4 		$763K Buy
10,453
+2,259
+28% +$162K 0.47% 47
2020
Q3 		$577K Buy
8,194
+53
+0.7% +$3.8K 0.39% 40
2020
Q2 		$570K Buy
+8,141
New +$546K 0.5% 36
2020
Q1 		– Sell
-10,653
Closed -$710K – 81
2019
Q4 		$710K Buy
10,653
+109
+1% +$7.22K 0.64% 36
2019
Q3 		$703K Buy
10,544
+541
+5% +$35.4K 0.62% 38
2019
Q2 		$638K Buy
10,003
+180
+2% +$10.9K 0.53% 44
2019
Q1 		$593K Buy
+9,823
New +$569K 0.53% 43

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
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
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

Pinnacle Family Advisors's IGLB Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 2.8% in Q1 2026, selling an estimated $103K and leaving 71,322 shares worth $3.54M. The position accounts for 1.66% of the portfolio, ranked #17.

Pinnacle Family Advisors first reported a position in IGLB in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.96M in Q3 2024. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • Pinnacle Family Advisors held 71,322 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $3.54M as of Q1 2026.
  • Pinnacle Family Advisors sold 2,048 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $103K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 1.66% of Pinnacle Family Advisors's portfolio in Q1 2026, its #17 holding.
  • Pinnacle Family Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Pinnacle Family Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.96M 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 Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.