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

Richardson Financial Services’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 		$174K Sell
3,479
-23
-0.7% -$1.15K 0.1% 179
2026
Q1 		$174K Sell
3,502
-152
-4% -$7.68K 0.11% 171
2025
Q4 		$184K Sell
3,654
-117
-3% -$6K 0.06% 159
2025
Q3 		$194K Buy
3,771
+51
+1% +$2.57K 0.12% 148
2025
Q2 		$187K Buy
3,720
+1,243
+50% +$60.8K 0.13% 154
2025
Q1 		$124K Sell
2,477
-85
-3% -$4.24K 0.09% 173
2024
Q4 		$127K Sell
2,562
-275
-10% -$14.1K 0.09% 176
2024
Q3 		$142K Hold
2,837
– – 0.09% 176
2024
Q2 		$142K Sell
2,837
-39
-1% -$1.95K 0.1% 166
2024
Q1 		$148K Sell
2,876
-368
-11% -$18.9K 0.1% 168
2023
Q4 		$171K Buy
+3,244
New +$157K 0.15% 141

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

Richardson Financial Services's IGLB Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 0.66% in Q2 2026, selling an estimated $1.15K and leaving 3,479 shares worth $174K. The position accounts for 0.1% of the portfolio, ranked #179.

Richardson Financial Services first reported a position in IGLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $194K in Q3 2025. 215 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Richardson Financial Services held 3,479 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $174K as of Q2 2026.
  • Richardson Financial Services sold 23 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.15K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.1% of Richardson Financial Services's portfolio in Q2 2026, its #179 holding.
  • Richardson Financial Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $194K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.