SWP
IGLB icon

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

Strategic Wealth Partners’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 		$47.2K Sell
952
-80
-8% -$4.04K ﹤0.01% 527
2025
Q4 		$52.1K Buy
1,032
+709
+220% +$36.3K ﹤0.01% 517
2025
Q3 		$16.6K Sell
323
-18
-5% -$908 ﹤0.01% 775
2025
Q2 		$17.1K Buy
+341
New +$16.7K ﹤0.01% 684

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
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
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

Strategic Wealth Partners's IGLB Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 7.8% in Q1 2026, selling an estimated $4.04K and leaving 952 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Strategic Wealth Partners first reported a position in IGLB in Q2 2025 and has held it in 4 quarters since. The position peaked at $52.1K in Q4 2025. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • Strategic Wealth Partners held 952 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $47.2K as of Q1 2026.
  • Strategic Wealth Partners sold 80 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.04K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #527 holding.
  • Strategic Wealth Partners first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $52.1K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.