CGFA
IGLB icon

Colton Groome Financial Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Colton Groome Financial 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
Q3 		$223K Buy
4,894
+33
+0.7% +$1.58K 0.05% 144
2026
Q2 		$243K Sell
4,861
-278
-5% -$13.9K 0.06% 147
2026
Q1 		$255K Buy
+5,139
New +$260K 0.07% 122
2024
Q2 		– Sell
-3,960
Closed -$204K – 126
2024
Q1 		$204K Sell
3,960
-2,336
-37% -$120K 0.08% 118
2023
Q4 		$332K Buy
+6,296
New +$305K 0.14% 88

Other funds holding IGLB

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Colton Groome Financial Advisors's IGLB Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 0.68% in Q3 2026, buying an estimated $1.58K and bringing the position to 4,894 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #144.

Colton Groome Financial Advisors first reported a position in IGLB in Q4 2023 and has held it in 5 quarters since. The position peaked at $332K in Q4 2023. 12 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

  • Colton Groome Financial Advisors held 4,894 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $223K as of Q3 2026.
  • Colton Groome Financial Advisors bought 33 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.58K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #144 holding.
  • Colton Groome Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Colton Groome Financial Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $332K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.