Wealth Enhancement Advisory Services
IGLB icon

Wealth Enhancement Advisory Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.53M Buy
92,595
+26,388
+40% +$1.31M 0.01% 1071
2026
Q1 		$3.3M Buy
66,207
+38,757
+141% +$1.96M 0.01% 1120
2025
Q4 		$1.39M Buy
27,450
+1,074
+4% +$55.1K ﹤0.01% 1745
2025
Q3 		$1.36M Buy
26,376
+3,747
+17% +$189K ﹤0.01% 1677
2025
Q2 		$1.13M Sell
22,629
-1,036
-4% -$50.7K ﹤0.01% 1674
2025
Q1 		$1.19M Buy
23,665
+1,490
+7% +$74.4K ﹤0.01% 1518
2024
Q4 		$1.1M Buy
22,175
+3,922
+21% +$201K ﹤0.01% 1489
2024
Q3 		$978K Buy
+18,253
New +$952K ﹤0.01% 1411

Other funds holding IGLB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's IGLB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 40% in Q2 2026, buying an estimated $1.31M and bringing the position to 92,595 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #1071.

Wealth Enhancement Advisory Services first reported a position in IGLB in Q3 2024 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 92,595 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $4.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 26,388 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1071 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.