Econ Financial Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Econ Financial Services’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	–	Sell	-6,803	Closed	-$340K	–	101
2026 Q2	$340K	Buy	6,803 +68	+1%	+$3.39K	0.16%	66
2026 Q1	$334K	Buy	+6,735	New	+$340K	0.16%	70
2023 Q3	–	Sell	-88,433	Closed	-$4.56M	–	82
2023 Q2	$4.56M	Sell	88,433 -1,472	-2%	-$75.6K	3.22%	4
2023 Q1	$4.71M	Buy	+89,905	New	+$4.66M	3.57%	2

Other funds holding IGLB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Econ Financial Services's IGLB Position: Q3 2026 in Review

Econ Financial Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q3 2026, closing a stake of 6,803 shares — an estimated $340K sold.

Econ Financial Services first reported a position in IGLB in Q1 2023 and held it in 4 quarters. The position peaked at $4.71M in Q1 2023. 133 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

Econ Financial Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Econ Financial Services sold 6,803 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $340K.
Econ Financial Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
Econ Financial Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.71M in Q1 2023.
133 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.