Valmark Advisers’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Valmark Advisers’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	$247K	Buy	4,934 +52	+1%	+$2.59K	﹤0.01%	670
2026 Q1	$242K	Sell	4,882 -2,907	-37%	-$147K	﹤0.01%	625
2025 Q4	$393K	Buy	7,789 +553	+8%	+$28.4K	﹤0.01%	494
2025 Q3	$373K	Sell	7,236 -10,346	-59%	-$522K	﹤0.01%	497
2025 Q2	$883K	Sell	17,582 -215	-1%	-$10.5K	0.01%	355
2025 Q1	$894K	Buy	17,797 +933	+6%	+$46.6K	0.01%	330
2024 Q4	$833K	Sell	16,864 -6,716	-28%	-$345K	0.01%	336
2024 Q3	$1.26M	Buy	+23,580	New	+$1.23M	0.02%	265

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

Valmark Advisers's IGLB Position: Q2 2026 in Review

Valmark Advisers increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.1% in Q2 2026, buying an estimated $2.59K and bringing the position to 4,934 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Valmark Advisers first reported a position in IGLB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q3 2024. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Valmark Advisers held 4,934 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $247K as of Q2 2026.
Valmark Advisers bought 52 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.59K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #670 holding.
Valmark Advisers first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Valmark Advisers's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.26M in Q3 2024.
214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.