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

Independent Financial Group’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	$1.28M	Buy	25,606 +3,644	+17%	+$182K	0.02%	594
2026 Q1	$1.09M	Buy	21,962 +1,437	+7%	+$72.6K	0.02%	600
2025 Q4	$1.04M	Buy	20,525 +562	+3%	+$28.8K	0.02%	606
2025 Q3	$1.03M	Buy	19,963 +574	+3%	+$28.9K	0.02%	588
2025 Q2	$973K	Buy	19,389 +12,140	+167%	+$594K	0.03%	553
2025 Q1	$364K	Buy	7,249 +902	+14%	+$45K	0.01%	851
2024 Q4	$314K	Buy	6,347 +1,169	+23%	+$60K	0.01%	887
2024 Q3	$278K	Buy	+5,178	New	+$270K	0.01%	909
2021 Q2	–	Sell	-5,568	Closed	-$371K	–	716
2021 Q1	$371K	Hold	5,568	–	–	0.05%	402
2020 Q4	$407K	Buy	5,568 +66	+1%	+$4.72K	0.06%	349
2020 Q3	$387K	Buy	5,502 +350	+7%	+$25.1K	0.07%	297
2020 Q2	$361K	Hold	5,152	–	–	0.08%	278
2020 Q1	$328K	Buy	+5,152	New	+$344K	0.1%	239

Other funds holding IGLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's IGLB Position: Q2 2026 in Review

Independent Financial Group increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 17% in Q2 2026, buying an estimated $182K and bringing the position to 25,606 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #594.

Independent Financial Group first reported a position in IGLB in Q1 2020 and has held it in 13 quarters since. 214 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Independent Financial Group held 25,606 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $1.28M as of Q2 2026.
Independent Financial Group bought 3,644 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $182K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #594 holding.
Independent Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 13 quarters since.
214 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.