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

SlateStone Wealth’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 		$2.63M Sell
52,491
-2,639
-5% -$131K 0.2% 93
2026
Q1 		$2.74M Sell
55,130
-7,309
-12% -$369K 0.23% 92
2025
Q4 		$3.15M Sell
62,439
-3,331
-5% -$171K 0.26% 90
2025
Q3 		$3.39M Sell
65,770
-58,049
-47% -$2.93M 0.29% 84
2025
Q2 		$6.22M Sell
123,819
-17,967
-13% -$879K 0.58% 54
2025
Q1 		$7.12M Sell
141,786
-6,069
-4% -$303K 0.71% 47
2024
Q4 		$7.3M Sell
147,855
-4,235
-3% -$217K 0.72% 45
2024
Q3 		$8.15M Sell
152,090
-6,146
-4% -$321K 0.73% 40
2024
Q2 		$7.92M Sell
158,236
-12,302
-7% -$615K 0.86% 28
2024
Q1 		$8.78M Sell
170,538
-449
-0.3% -$23K 0.88% 33
2023
Q4 		$9.01M Sell
170,987
-9,622
-5% -$466K 1.17% 19
2023
Q3 		$8.51M Buy
180,609
+26,496
+17% +$1.31M 1.24% 19
2023
Q2 		$7.95M Buy
+154,113
New +$7.92M 1.49% 16

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

SlateStone Wealth's IGLB Position: Q2 2026 in Review

SlateStone Wealth reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 4.8% in Q2 2026, selling an estimated $131K and leaving 52,491 shares worth $2.63M. The position accounts for 0.2% of the portfolio, ranked #93.

SlateStone Wealth first reported a position in IGLB in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.01M in Q4 2023. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • SlateStone Wealth held 52,491 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $2.63M as of Q2 2026.
  • SlateStone Wealth sold 2,639 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $131K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.2% of SlateStone Wealth's portfolio in Q2 2026, its #93 holding.
  • SlateStone Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • SlateStone Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $9.01M in Q4 2023.
  • 214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.