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 Q3	$168K	Buy	3,678 +199	+6%	+$9.5K	0.1%	183
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

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

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

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

NYL Investors New York $250M AUM 2.05% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

EFM

Eley Financial Management South Burlington, Vermont $306M AUM 16.69% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Richardson Financial Services's IGLB Position: Q3 2026 in Review

Richardson Financial Services increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 5.7% in Q3 2026, buying an estimated $9.5K and bringing the position to 3,678 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #183.

Richardson Financial Services first reported a position in IGLB in Q4 2023 and has held it in 12 quarters since. The position peaked at $194K in Q3 2025. 91 funds tracked by Wall St. Rank hold IGLB as of Q3 2026.

Richardson Financial Services held 3,678 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $168K as of Q3 2026.
Richardson Financial Services bought 199 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $9.5K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.1% of Richardson Financial Services's portfolio in Q3 2026, its #183 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 12 quarters since.
Richardson Financial Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $194K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.