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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 $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return