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

Shum Financial Group’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	$4.89M	Sell	97,816 -1,853	-2%	-$92.3K	2.95%	5
2026 Q1	$4.95M	Buy	99,669 +1,446	+1%	+$73K	3.5%	4
2025 Q4	$4.96M	Buy	98,223 +963	+1%	+$49.4K	3.57%	5
2025 Q3	$5.01M	Buy	+97,260	New	+$4.9M	3.74%	5
2025 Q1	$4.95M	Buy	98,524 +687	+0.7%	+$34.3K	4.28%	3
2024 Q4	$4.83M	Sell	97,837 -585	-0.6%	-$30K	4.17%	3
2024 Q3	$4.98M	Buy	+98,422	New	+$5.13M	4.15%	3

Other funds holding IGLB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CVS Health Woonsocket, Rhode Island $225M AUM 8.77% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

Shum Financial Group's IGLB Position: Q2 2026 in Review

Shum Financial Group reduced its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 1.9% in Q2 2026, selling an estimated $92.3K and leaving 97,816 shares worth $4.89M. The position accounts for 2.95% of the portfolio, ranked #5.

Shum Financial Group first reported a position in IGLB in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.01M in Q3 2025. 107 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

Shum Financial Group held 97,816 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $4.89M as of Q2 2026.
Shum Financial Group sold 1,853 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $92.3K.
iShares 10+ Year Investment Grade Corporate Bond ETF made up 2.95% of Shum Financial Group's portfolio in Q2 2026, its #5 holding.
Shum Financial Group first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $5.01M in Q3 2025.
107 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.