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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
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 $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Richardson Financial Services's IGLB Position: Q1 2026 in Review

Richardson Financial Services reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 4.2% in Q1 2026, selling an estimated $7.68K and leaving 3,502 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #171.

Richardson Financial Services first reported a position in IGLB in Q4 2023 and has held it in 10 quarters since. The position peaked at $194K in Q3 2025. 223 funds tracked by Wall St. Rank hold IGLB as of Q1 2026.

  • Richardson Financial Services held 3,502 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $174K as of Q1 2026.
  • Richardson Financial Services sold 152 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $7.68K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.11% of Richardson Financial Services's portfolio in Q1 2026, its #171 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 10 quarters since.
  • Richardson Financial Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $194K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.