Sovereign Financial Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Sovereign Financial Group’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	–	Sell	-7,577	Closed	-$382K	–	374
2025 Q4	$382K	Sell	7,577 -285	-4%	-$14.6K	0.07%	229
2025 Q3	$405K	Sell	7,862 -272	-3%	-$13.7K	0.08%	219
2025 Q2	$408K	Buy	8,134 +627	+8%	+$30.7K	0.08%	211
2025 Q1	$377K	Sell	7,507 -1,649	-18%	-$82.3K	0.09%	201
2024 Q4	$452K	Buy	+9,156	New	+$470K	0.1%	178
2024 Q2	–	Sell	-4,078	Closed	-$210K	–	286
2024 Q1	$210K	Sell	4,078 -196	-5%	-$10.1K	0.06%	267
2023 Q4	$225K	Buy	+4,274	New	+$207K	0.07%	225

Other funds holding IGLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CCWA

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

Sovereign Financial Group's IGLB Position: Q1 2026 in Review

Sovereign Financial Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2026, closing a stake of 7,577 shares — an estimated $382K sold.

Sovereign Financial Group first reported a position in IGLB in Q4 2023 and held it in 7 quarters. The position peaked at $452K in Q4 2024. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

Sovereign Financial Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Sovereign Financial Group sold 7,577 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $382K.
Sovereign Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
Sovereign Financial Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $452K in Q4 2024.
223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.