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Vantage Financial Partners (Wisconsin)’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$602K Buy
11,940
+132
+1% +$6.77K 0.12% 102
2025
Q3 		$609K Sell
11,808
-6,790
-37% -$342K 0.13% 101
2025
Q2 		$934K Sell
18,598
-3,017
-14% -$148K 0.22% 66
2025
Q1 		$1.09M Sell
21,615
-34,165
-61% -$1.71M 0.27% 56
2024
Q4 		$2.76M Buy
55,780
+22,228
+66% +$1.14M 0.69% 24
2024
Q3 		$1.8M Buy
33,552
+24,303
+263% +$1.27M 0.45% 30
2024
Q2 		$463K Buy
+9,249
New +$463K 0.12% 90

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IGLB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.1% in Q4 2025, buying an estimated $6.77K and bringing the position to 11,940 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #102.

Vantage Financial Partners (Wisconsin) first reported a position in IGLB in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q4 2024. 233 funds tracked by Wall St. Rank hold IGLB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 11,940 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $602K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 132 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $6.77K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.12% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #102 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $2.76M in Q4 2024.
  • 233 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.