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Wambolt & Associates’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Wambolt & Associates’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
Q2 		$1.03M Sell
20,453
-1,536
-7% -$75.1K 0.35% 80
2025
Q1 		$1.1M Sell
21,989
-1,680
-7% -$83.8K 0.38% 78
2024
Q4 		$1.17M Sell
23,669
-639
-3% -$32.8K 0.37% 80
2024
Q3 		$1.31M Buy
24,308
+1,958
+9% +$102K 0.36% 83
2024
Q2 		$1.1M Buy
22,350
+1,575
+8% +$78.8K 0.32% 83
2024
Q1 		$1.05M Buy
20,775
+6,158
+42% +$316K 0.31% 89
2023
Q4 		$770K Buy
+14,617
New +$707K 0.25% 122

Other funds holding IGLB

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wambolt & Associates's IGLB Position: Q2 2025 in Review

Wambolt & Associates reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 7% in Q2 2025, selling an estimated $75.1K and leaving 20,453 shares worth $1.03M. The position accounts for 0.35% of the portfolio, ranked #80.

Wambolt & Associates first reported a position in IGLB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.31M in Q3 2024. 211 funds tracked by Wall St. Rank hold IGLB as of Q2 2025.

  • Wambolt & Associates held 20,453 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $1.03M as of Q2 2025.
  • Wambolt & Associates sold 1,536 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $75.1K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.35% of Wambolt & Associates's portfolio in Q2 2025, its #80 holding.
  • Wambolt & Associates first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Wambolt & Associates's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $1.31M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.