1620 Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

1620 Investment Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.4K	Buy	590 +20	+4%	+$1.06K	0.02%	371
2026 Q1	$30.3K	Hold	570	–	–	0.02%	353
2025 Q4	$30.7K	Buy	570 +60	+12%	+$3.24K	0.02%	348
2025 Q3	$27.6K	Sell	510 -132	-21%	-$7.06K	0.02%	355
2025 Q2	$34.2K	Buy	642 +132	+26%	+$6.89K	0.02%	342
2025 Q1	$26.8K	Hold	510	–	–	0.02%	358
2024 Q4	$26.3K	Sell	510 -165	-24%	-$8.64K	0.02%	359
2024 Q3	$36.3K	Sell	675 -11	-2%	-$580	0.03%	338
2024 Q2	$35.2K	Buy	+686	New	+$34.9K	0.03%	333

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1620 Investment Advisors's IGIB Position: Q2 2026 in Review

1620 Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.5% in Q2 2026, buying an estimated $1.06K and bringing the position to 590 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #371.

1620 Investment Advisors first reported a position in IGIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.3K in Q3 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

1620 Investment Advisors held 590 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $31.4K as of Q2 2026.
1620 Investment Advisors bought 20 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.06K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #371 holding.
1620 Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $36.3K in Q3 2024.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.