SWA
IGLB icon

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

Sax Wealth 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
Q2 		$215K Buy
+4,338
New +$216K 0.01% 510

Other funds holding IGLB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sax Wealth Advisors's IGLB Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026: 4,338 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings.

39 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Sax Wealth Advisors held 4,338 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $215K as of Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #510 holding.
  • 39 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.