CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$48M	Buy	959,773 +35,428	+4%	+$1.77M	0.63%	27
2026 Q1	$45.9M	Buy	+924,345	New	+$46.7M	0.67%	27
2021 Q3	–	Sell	-16,031	Closed	-$1.13M	–	305
2021 Q2	$1.13M	Buy	+16,031	New	+$1.09M	0.05%	140
2017 Q2	–	Sell	-91,044	Closed	-$5.39M	–	133
2017 Q1	$5.39M	Sell	91,044 -199,285	-69%	-$11.8M	0.6%	33
2016 Q4	$17M	Buy	290,329 +27,862	+11%	+$1.67M	1.95%	17
2016 Q3	$16.6M	Buy	262,467 +11,874	+5%	+$753K	2.03%	16
2016 Q2	$15.7M	Buy	250,593 +112,303	+81%	+$6.79M	2.27%	13
2016 Q1	$8.2M	Buy	138,290 +93,718	+210%	+$5.3M	1.29%	16
2015 Q4	$2.48M	Sell	44,572 -61,962	-58%	-$3.52M	0.42%	43
2015 Q3	$6.08M	Buy	106,534 +14,068	+15%	+$805K	1.14%	20
2015 Q2	$5.28M	Buy	+92,466	New	+$5.52M	1.05%	21

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IGLB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 3.8% in Q2 2026, buying an estimated $1.77M and bringing the position to 959,773 shares worth $48M. The position accounts for 0.63% of the portfolio, ranked #27.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IGLB in Q2 2015 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 959,773 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $48M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 35,428 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.77M.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.63% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #27 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 11 quarters since.
214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.