LAM
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lummis Asset Management's IGLB Position: Q2 2026 in Review

Lummis Asset Management held its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) position steady in Q2 2026 at 239 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #124.

Lummis Asset Management first reported a position in IGLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.1K in Q4 2025. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Lummis Asset Management held 239 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $12K as of Q2 2026.
  • Lummis Asset Management left its iShares 10+ Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.01% of Lummis Asset Management's portfolio in Q2 2026, its #124 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 3 quarters since.
  • Lummis Asset Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $12.1K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.