RCM
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RMR Capital Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

RMR Capital 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 		$1.07M Buy
21,462
+10
+0% +$505 0.77% 38
2025
Q4 		$1.08M Sell
21,452
-6,499
-23% -$333K 0.78% 37
2025
Q3 		$1.44M Buy
27,951
+9
+0% +$454 1.01% 31
2025
Q2 		$1.4M Buy
27,942
+420
+2% +$20.5K 1% 28
2025
Q1 		$1.38M Hold
27,522
– – 1% 33
2024
Q4 		$1.36M Buy
27,522
+12,862
+88% +$660K 1.01% 31
2024
Q3 		$786K Hold
14,660
– – 0.67% 41
2024
Q2 		$734K Hold
14,660
– – 0.67% 41
2024
Q1 		$755K Buy
14,660
+722
+5% +$37K 0.75% 40
2023
Q4 		$734K Buy
+13,938
New +$674K 0.84% 36

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PP
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Envestnet Asset Management
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A
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AssetMark Inc
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LPL Financial
LPL Financial San Diego, California $376B 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 $6.83B AUM 12.51% 1-Year Est. Return