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

Winter & 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
2026
Q2 		– Sell
-10,189
Closed -$506K – 93
2026
Q1 		$506K Sell
10,189
-1,870
-16% -$94.5K 0.44% 45
2025
Q4 		$608K Buy
+12,059
New +$618K 0.56% 40

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winter & Associates's IGLB Position: Q2 2026 in Review

Winter & Associates sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026, closing a stake of 10,189 shares — an estimated $506K sold.

Winter & Associates first reported a position in IGLB in Q4 2025 and held it in 2 quarters. The position peaked at $608K in Q4 2025. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Winter & Associates reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 10,189 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $506K.
  • Winter & Associates first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $608K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.