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

Farrell Financial’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 		$237K Sell
4,743
-21
-0.4% -$1.05K 0.13% 73
2026
Q1 		$236K Sell
4,764
-78
-2% -$3.94K 0.14% 69
2025
Q4 		$244K Buy
+4,842
New +$248K 0.14% 66

Other funds holding IGLB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Farrell Financial's IGLB Position: Q2 2026 in Review

Farrell Financial reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 0.44% in Q2 2026, selling an estimated $1.05K and leaving 4,743 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #73.

Farrell Financial first reported a position in IGLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 30 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Farrell Financial held 4,743 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $237K as of Q2 2026.
  • Farrell Financial sold 21 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.05K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.13% of Farrell Financial's portfolio in Q2 2026, its #73 holding.
  • Farrell Financial first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Farrell Financial's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $244K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.