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 Q2	$3.19M	Buy	63,707 +7,624	+14%	+$380K	0.12%	96
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trajan Wealth's IGLB Position: Q2 2026 in Review

Trajan Wealth increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 14% in Q2 2026, buying an estimated $380K and bringing the position to 63,707 shares worth $3.19M. The position accounts for 0.12% of the portfolio, ranked #96.

Trajan Wealth first reported a position in IGLB in Q1 2024 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Trajan Wealth held 63,707 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $3.19M as of Q2 2026.
Trajan Wealth bought 7,624 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $380K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.12% of Trajan Wealth's portfolio in Q2 2026, its #96 holding.
Trajan Wealth first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.