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

Eley Financial Management’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 		$11.2M Buy
245,932
+2,636
+1% +$126K 3.67% 5
2026
Q2 		$12.2M Buy
243,296
+33,273
+16% +$1.66M 3.94% 5
2026
Q1 		$10.4M Buy
210,023
+4,369
+2% +$221K 3.76% 5
2025
Q4 		$10.4M Buy
205,654
+5,292
+3% +$271K 3.73% 5
2025
Q3 		$10.3M Buy
200,362
+5,460
+3% +$275K 3.72% 5
2025
Q2 		$9.8M Buy
194,902
+503
+0.3% +$24.6K 3.76% 5
2025
Q1 		$9.8M Buy
194,399
+9,783
+5% +$488K 3.91% 5
2024
Q4 		$9.12M Buy
184,616
+51,835
+39% +$2.66M 3.55% 5
2024
Q3 		$7.12M Buy
132,781
+1,779
+1% +$92.8K 2.86% 7
2024
Q2 		$6.56M Buy
131,002
+1,498
+1% +$74.9K 2.78% 8
2024
Q1 		$6.67M Buy
129,504
+8,962
+7% +$460K 2.87% 7
2023
Q4 		$6.35M Buy
+120,542
New +$5.83M 2.98% 6

Other funds holding IGLB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
NYL Investors
NYL Investors New York $250M AUM 2.05% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Eley Financial Management's IGLB Position: Q3 2026 in Review

Eley Financial Management increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.1% in Q3 2026, buying an estimated $126K and bringing the position to 245,932 shares worth $11.2M. The position accounts for 3.67% of the portfolio, ranked #5.

Eley Financial Management first reported a position in IGLB in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.2M in Q2 2026. 91 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

  • Eley Financial Management held 245,932 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $11.2M as of Q3 2026.
  • Eley Financial Management bought 2,636 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $126K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 3.67% of Eley Financial Management's portfolio in Q3 2026, its #5 holding.
  • Eley Financial Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Eley Financial Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $12.2M in Q2 2026.
  • 91 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Eley Financial Management's 13F filing for Q3 2026, filed 3 Nov 2026.