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

Trajan 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
Q1 		$2.78M Buy
56,083
+6,814
+14% +$344K 0.11% 97
2025
Q4 		$2.49M Sell
49,269
-379
-0.8% -$19.4K 0.1% 99
2025
Q3 		$2.56M Buy
49,648
+131
+0.3% +$6.61K 0.11% 101
2025
Q2 		$2.49M Buy
49,517
+2,513
+5% +$123K 0.12% 100
2025
Q1 		$2.36M Buy
47,004
+10,546
+29% +$526K 0.13% 105
2024
Q4 		$1.8M Buy
36,458
+2,536
+7% +$130K 0.1% 105
2024
Q3 		$1.82M Sell
33,922
-3,692
-10% -$193K 0.11% 104
2024
Q2 		$1.88M Sell
37,614
-2,584
-6% -$129K 0.12% 105
2024
Q1 		$2.07M Buy
+40,198
New +$2.06M 0.14% 104

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T 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 $376B 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 $6.83B AUM 12.51% 1-Year Est. Return