EFS
IGLB icon

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
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Econ Financial Services's IGLB Position: Q2 2026 in Review

Econ Financial Services increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1% in Q2 2026, buying an estimated $3.39K and bringing the position to 6,803 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #66.

Econ Financial Services first reported a position in IGLB in Q1 2023 and has held it in 4 quarters since. The position peaked at $4.71M in Q1 2023. 77 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Econ Financial Services held 6,803 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $340K as of Q2 2026.
  • Econ Financial Services bought 68 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.39K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.16% of Econ Financial Services's portfolio in Q2 2026, its #66 holding.
  • Econ Financial Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • Econ Financial Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $4.71M in Q1 2023.
  • 77 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.