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

Websterrogers Financial Advisors’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 		$540K Buy
10,793
+5,749
+114% +$286K 0.14% 58
2026
Q1 		$250K Buy
+5,044
New +$255K 0.07% 80

Other funds holding IGLB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Websterrogers Financial Advisors's IGLB Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) stake by 114% in Q2 2026, buying an estimated $286K and bringing the position to 10,793 shares worth $540K. The position accounts for 0.14% of the portfolio, ranked #58.

Websterrogers Financial Advisors first reported a position in IGLB in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold IGLB as of Q2 2026.

  • Websterrogers Financial Advisors held 10,793 shares of iShares 10+ Year Investment Grade Corporate Bond ETF worth $540K as of Q2 2026.
  • Websterrogers Financial Advisors bought 5,749 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $286K.
  • iShares 10+ Year Investment Grade Corporate Bond ETF made up 0.14% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Websterrogers Financial Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.