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

SoFi 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 		$5.92K Sell
118
-4
-3% -$199 ﹤0.01% 46
2026
Q1 		$6.04K Sell
122
-29,195
-100% -$1.47M ﹤0.01% 45
2025
Q4 		$1.48M Buy
29,317
+4,332
+17% +$222K 0.07% 32
2025
Q3 		$1.29M Buy
24,985
+7,031
+39% +$354K 0.07% 32
2025
Q2 		$901K Buy
17,954
+7,480
+71% +$366K 0.06% 33
2025
Q1 		$526K Buy
10,474
+7,152
+215% +$357K 0.04% 27
2024
Q4 		$164K Buy
+3,322
New +$170K 0.01% 27

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

SoFi Wealth's IGLB Position: Q2 2026 in Review

SoFi Wealth reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 3.3% in Q2 2026, selling an estimated $199 and leaving 118 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #46.

SoFi Wealth first reported a position in IGLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2025. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • SoFi Wealth held 118 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $5.92K as of Q2 2026.
  • SoFi Wealth sold 4 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $199.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #46 holding.
  • SoFi Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SoFi Wealth's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.