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 Q3	$354K	Buy	7,759 +3,016	+64%	+$145K	0.19%	61
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

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

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

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

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farrell Financial's IGLB Position: Q3 2026 in Review

Farrell Financial increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 64% in Q3 2026, buying an estimated $145K and bringing the position to 7,759 shares worth $354K. The position accounts for 0.19% of the portfolio, ranked #61.

Farrell Financial first reported a position in IGLB in Q4 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

Farrell Financial held 7,759 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $354K as of Q3 2026.
Farrell Financial bought 3,016 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $145K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.19% of Farrell Financial's portfolio in Q3 2026, its #61 holding.
Farrell Financial first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
37 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.