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Steward Partners Investment Advisory’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Steward Partners Investment Advisory’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 		$171K Sell
3,425
-390
-10% -$19.4K ﹤0.01% 2311
2026
Q1 		$189K Sell
3,815
-3,484
-48% -$176K ﹤0.01% 2050
2025
Q4 		$368K Sell
7,299
-545
-7% -$27.9K ﹤0.01% 1599
2025
Q3 		$404K Buy
7,844
+250
+3% +$12.6K ﹤0.01% 1492
2025
Q2 		$381K Sell
7,594
-320
-4% -$15.6K ﹤0.01% 1429
2025
Q1 		$398K Sell
7,914
-1,775
-18% -$88.6K ﹤0.01% 1316
2024
Q4 		$479K Buy
9,689
+9,210
+1,923% +$473K ﹤0.01% 1190
2024
Q3 		$25.7K Hold
479
– – ﹤0.01% 2553
2024
Q2 		$24K Hold
479
– – ﹤0.01% 2444
2024
Q1 		$24.7K Sell
479
-1
-0.2% -$51 ﹤0.01% 2432
2023
Q4 		$25.3K Sell
480
-5,600
-92% -$271K ﹤0.01% 2298
2023
Q3 		$287K Buy
6,080
+200
+3% +$9.92K ﹤0.01% 1132
2023
Q2 		$303K Buy
5,880
+4,707
+401% +$242K ﹤0.01% 1119
2023
Q1 		$61.5K Sell
1,173
-393
-25% -$20.4K ﹤0.01% 1788
2022
Q4 		$78K Buy
1,566
+700
+81% +$34.5K ﹤0.01% 1653
2022
Q3 		$42K Hold
866
– – ﹤0.01% 1867
2022
Q2 		$46K Sell
866
-61
-7% -$3.38K ﹤0.01% 1847
2022
Q1 		$57K Hold
927
– – ﹤0.01% 1846
2021
Q4 		$64K Hold
927
– – ﹤0.01% 1784
2021
Q3 		$64K Buy
+927
New +$65.9K ﹤0.01% 1759
2021
Q2 		– Sell
-534
Closed -$35.6K – 7234
2021
Q1 		$35.6K Buy
+534
New +$36.8K ﹤0.01% 2168
2020
Q2 		– Sell
-37
Closed -$2K – 2701
2020
Q1 		$2K Buy
+37
New +$2.47K ﹤0.01% 2286
2018
Q4 		– Sell
-184
Closed -$11K – 1418
2018
Q3 		$11K Buy
184
+102
+124% +$5.96K ﹤0.01% 1838
2018
Q2 		$5K Sell
82
-166
-67% -$9.71K ﹤0.01% 1989
2018
Q1 		$14K Sell
248
-2,760
-92% -$168K ﹤0.01% 1471
2017
Q4 		$190K Buy
3,008
+2,633
+702% +$164K 0.01% 525
2017
Q3 		$23K Sell
375
-83
-18% -$5.13K ﹤0.01% 903
2017
Q2 		$28K Sell
458
-41
-8% -$2.48K ﹤0.01% 781
2017
Q1 		$29K Buy
499
+206
+70% +$12.2K ﹤0.01% 666
2016
Q4 		$17K Buy
+293
New +$17.5K 0.01% 468

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 22.9% 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

Steward Partners Investment Advisory's IGLB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 10% in Q2 2026, selling an estimated $19.4K and leaving 3,425 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Steward Partners Investment Advisory first reported a position in IGLB in Q4 2016 and has held it in 30 quarters since. The position peaked at $479K in Q4 2024. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Steward Partners Investment Advisory held 3,425 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $171K as of Q2 2026.
  • Steward Partners Investment Advisory sold 390 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $19.4K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2311 holding.
  • Steward Partners Investment Advisory first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $479K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.