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WESPAC Advisors SoCal’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-141,056
Closed -$7.12M – 121
2025
Q4 		$7.12M Sell
141,056
-2,453
-2% -$126K 1.44% 27
2025
Q3 		$7.4M Sell
143,509
-51,528
-26% -$2.6M 1.5% 25
2025
Q2 		$9.79M Buy
195,037
+15,388
+9% +$752K 2.19% 17
2025
Q1 		$9.02M Sell
179,649
-635
-0.4% -$31.7K 2.35% 16
2024
Q4 		$8.91M Buy
180,284
+7,348
+4% +$377K 2.01% 19
2024
Q3 		$9.27M Buy
172,936
+52,450
+44% +$2.74M 2.14% 20
2024
Q2 		$6.03M Buy
120,486
+31,329
+35% +$1.57M 1.51% 25
2024
Q1 		$4.59M Sell
89,157
-1,795
-2% -$92.1K 1.2% 30
2023
Q4 		$4.79M Buy
+90,952
New +$4.4M 1.4% 28

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WESPAC Advisors SoCal's IGLB Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2026, closing a stake of 141,056 shares — an estimated $7.12M sold.

WESPAC Advisors SoCal first reported a position in IGLB in Q4 2023 and held it in 9 quarters. The position peaked at $9.79M in Q2 2025. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • WESPAC Advisors SoCal reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 141,056 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.12M.
  • WESPAC Advisors SoCal first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
  • WESPAC Advisors SoCal's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $9.79M in Q2 2025.
  • 223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.