UCFA
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United Capital Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

United Capital Financial Advisors’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
-17,972
Closed -$907K – 1655
2025
Q4 		$907K Buy
17,972
+420
+2% +$21.5K 0.01% 770
2025
Q3 		$905K Sell
17,552
-868
-5% -$43.8K 0.01% 672
2025
Q2 		$925K Sell
18,420
-86,773
-82% -$4.24M 0.01% 609
2025
Q1 		$5.28M Sell
105,193
-4,409
-4% -$220K 0.05% 266
2024
Q4 		$5.41M Buy
+109,602
New +$5.62M 0.05% 251
2017
Q3 		– Sell
-2,414
Closed -$2.7M – 1326
2017
Q2 		$2.7M Buy
+2,414
New +$146K 0.02% 504
2016
Q4 		– Sell
-4,464
Closed -$282K – 1282
2016
Q3 		$282K Sell
4,464
-2,680
-38% -$170K ﹤0.01% 1093
2016
Q2 		$450K Sell
7,144
-17,009
-70% -$1.03M ﹤0.01% 943
2016
Q1 		$1.43M Sell
24,153
-17,447
-42% -$987K 0.02% 610
2015
Q4 		$2.32M Sell
41,600
-7,318
-15% -$416K 0.03% 521
2015
Q3 		$2.79M Sell
48,918
-15,711
-24% -$899K 0.03% 455
2015
Q2 		$3.69M Sell
64,629
-14,066
-18% -$839K 0.04% 421
2015
Q1 		$4.82M Buy
78,695
+51,312
+187% +$3.21M 0.06% 341
2014
Q4 		$1.69M Buy
+27,383
New +$1.66M 0.03% 517

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

United Capital Financial Advisors's IGLB Position: Q1 2026 in Review

United Capital Financial Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2026, closing a stake of 17,972 shares — an estimated $907K sold.

United Capital Financial Advisors first reported a position in IGLB in Q4 2014 and held it in 14 quarters. The position peaked at $5.41M in Q4 2024. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • United Capital Financial Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,972 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $907K.
  • United Capital Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5.41M 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.