VisionPoint Advisory Group’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-4,499	Closed	-$225K	–	487
2026 Q2	$225K	Sell	4,499 -119	-3%	-$5.93K	0.04%	434
2026 Q1	$229K	Sell	4,618 -17	-0.4%	-$859	0.04%	400
2025 Q4	$234K	Sell	4,635 -136	-3%	-$6.97K	0.05%	354
2025 Q3	$246K	Sell	4,771 -22	-0.5%	-$1.11K	0.05%	342
2025 Q2	$241K	Buy	+4,793	New	+$234K	0.05%	313

Other funds holding IGLB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

VisionPoint Advisory Group's IGLB Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2026, closing a stake of 4,499 shares — an estimated $225K sold.

VisionPoint Advisory Group first reported a position in IGLB in Q2 2025 and held it in 5 quarters. The position peaked at $246K in Q3 2025. 44 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

VisionPoint Advisory Group reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 4,499 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $225K.
VisionPoint Advisory Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 5 quarters.
VisionPoint Advisory Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $246K in Q3 2025.
44 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.