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

Lummis Asset 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	$10.9K	Hold	239	–	–	0.01%	126
2026 Q2	$12K	Hold	239	–	–	0.01%	124
2026 Q1	$11.9K	Hold	239	–	–	0.01%	122
2025 Q4	$12.1K	Buy	+239	New	+$12.3K	0.01%	120

Other funds holding IGLB

Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

Lummis Asset Management's IGLB Position: Q3 2026 in Review

Lummis Asset Management held its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) position steady in Q3 2026 at 239 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #126.

Lummis Asset Management first reported a position in IGLB in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.1K in Q4 2025. 149 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

Lummis Asset Management held 239 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $10.9K as of Q3 2026.
Lummis Asset Management left its iShares 10+ Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Lummis Asset Management's portfolio in Q3 2026, its #126 holding.
Lummis Asset Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Lummis Asset Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $12.1K in Q4 2025.
149 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Lummis Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.