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COMPASS FINANCIAL MANAGEMENT LLC’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$100 Buy
+2
New +$100 ﹤0.01% 1504

Other funds holding IGLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IGLB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2026: 2 shares worth $100. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

156 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $100 as of Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1504 holding.
  • 156 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.