Sound Income Strategies’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Sound Income Strategies’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	$221K	Sell	4,422 -287	-6%	-$14.3K	0.01%	447
2026 Q1	$233K	Sell	4,709 -373	-7%	-$18.8K	0.01%	377
2025 Q4	$258K	Sell	5,082 -735	-13%	-$37.7K	0.01%	356
2025 Q3	$298K	Buy	5,817 +1,693	+41%	+$85.4K	0.02%	241
2025 Q2	$207K	Sell	4,124 -9	-0.2%	-$440	0.01%	274
2025 Q1	$208K	Sell	4,133 -110	-3%	-$5.49K	0.01%	274
2024 Q4	$210K	Sell	4,243 -232	-5%	-$11.9K	0.01%	243
2024 Q3	$240K	Sell	4,475 -86	-2%	-$4.49K	0.02%	218
2024 Q2	$228K	Sell	4,561 -360	-7%	-$18K	0.01%	214
2024 Q1	$253K	Sell	4,921 -9	-0.2%	-$462	0.02%	192
2023 Q4	$260K	Sell	4,930 -769	-13%	-$37.2K	0.02%	171
2023 Q3	$269K	Sell	5,699 -450	-7%	-$22.3K	0.02%	138
2023 Q2	$317K	Sell	6,149 -394	-6%	-$20.2K	0.03%	126
2023 Q1	$343K	Sell	6,543 -168	-3%	-$8.71K	0.04%	120
2022 Q4	$334K	Sell	6,711 -124	-2%	-$6.12K	0.04%	114
2022 Q3	$330K	Sell	6,835 -765	-10%	-$40.7K	0.05%	115
2022 Q2	$405K	Buy	7,600 +162	+2%	+$8.97K	0.05%	112
2022 Q1	$457K	Sell	7,438 -60,937	-89%	-$3.89M	0.05%	109
2021 Q4	$4.75M	Sell	68,375 -5,752	-8%	-$402K	0.56%	44
2021 Q3	$5.14M	Sell	74,127 -8,153	-10%	-$579K	0.66%	36
2021 Q2	$5.78M	Buy	82,280 +572	+0.7%	+$38.9K	0.83%	28
2021 Q1	$5.45M	Buy	81,708 +58,019	+245%	+$4M	0.92%	24
2020 Q4	$1.73M	Buy	23,689 +9,900	+72%	+$708K	0.38%	37
2020 Q3	$971K	Buy	13,789 +13,231	+2,371%	+$949K	0.27%	46
2020 Q2	$39K	Buy	+558	New	+$37.4K	0.01%	186
2018 Q2	–	Sell	-33	Closed	-$2K	–	687
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	478
2017 Q4	$2K	Buy	+33	New	+$2.06K	﹤0.01%	405

Other funds holding IGLB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Sound Income Strategies's IGLB Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 6.1% in Q2 2026, selling an estimated $14.3K and leaving 4,422 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #447.

Sound Income Strategies first reported a position in IGLB in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.78M in Q2 2021. 72 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Sound Income Strategies held 4,422 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $221K as of Q2 2026.
Sound Income Strategies sold 287 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.3K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #447 holding.
Sound Income Strategies first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 27 quarters since.
Sound Income Strategies's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5.78M in Q2 2021.
72 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.