AWM
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AE Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

AE Wealth Management’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
Q1 		$274K Sell
5,139
-398
-7% -$21.4K ﹤0.01% 1434
2025
Q4 		$298K Buy
5,537
+795
+17% +$43K ﹤0.01% 1315
2025
Q3 		$256K Buy
4,742
+889
+23% +$47.5K ﹤0.01% 1260
2025
Q2 		$205K Sell
3,853
-1,340
-26% -$69.9K ﹤0.01% 1300
2025
Q1 		$273K Buy
5,193
+676
+15% +$35.1K ﹤0.01% 1130
2024
Q4 		$233K Sell
4,517
-471
-9% -$24.7K ﹤0.01% 1211
2024
Q3 		$268K Buy
4,988
+460
+10% +$24.3K ﹤0.01% 1069
2024
Q2 		$232K Sell
4,528
-11
-0.2% -$560 ﹤0.01% 1112
2024
Q1 		$234K Sell
4,539
-93,635
-95% -$4.81M ﹤0.01% 1044
2023
Q4 		$5.05M Sell
98,174
-72,458
-42% -$3.58M 0.03% 582
2023
Q3 		$8.3M Sell
170,632
-78,179
-31% -$3.89M 0.05% 429
2023
Q2 		$12.6M Buy
248,811
+44,850
+22% +$2.28M 0.08% 320
2023
Q1 		$10.5M Buy
203,961
+67,272
+49% +$3.41M 0.07% 331
2022
Q4 		$6.77M Buy
136,689
+2,274
+2% +$111K 0.05% 403
2022
Q3 		$6.49M Buy
134,415
+98,428
+274% +$5.03M 0.05% 371
2022
Q2 		$1.84M Buy
35,987
+2,504
+7% +$131K 0.01% 695
2022
Q1 		$1.84M Sell
33,483
-28,832
-46% -$1.63M 0.01% 721
2021
Q4 		$3.69M Buy
62,315
+19,115
+44% +$1.14M 0.03% 505
2021
Q3 		$2.6M Buy
43,200
+3,113
+8% +$189K 0.02% 565
2021
Q2 		$2.43M Sell
40,087
-22,561
-36% -$1.35M 0.02% 576
2021
Q1 		$3.71M Sell
62,648
-4,860
-7% -$294K 0.04% 385
2020
Q4 		$4.17M Buy
67,508
+9,536
+16% +$583K 0.05% 300
2020
Q3 		$3.52M Sell
57,972
-1,194
-2% -$72.8K 0.05% 293
2020
Q2 		$3.57M Sell
59,166
-68,254
-54% -$3.98M 0.06% 274
2020
Q1 		$7M Buy
127,420
+4,408
+4% +$255K 0.16% 124
2019
Q4 		$7.13M Buy
123,012
+24,771
+25% +$1.43M 0.15% 127
2019
Q3 		$5.69M Buy
98,241
+28,187
+40% +$1.62M 0.16% 120
2019
Q2 		$3.99M Buy
70,054
+64,608
+1,186% +$3.58M 0.12% 151
2019
Q1 		$300K Sell
5,446
-4,407
-45% -$237K 0.02% 466
2018
Q4 		$516K Sell
9,853
-1,505
-13% -$78.7K 0.09% 241
2018
Q3 		$603K Buy
11,358
+6,464
+132% +$344K 0.03% 287
2018
Q2 		$260K Sell
4,894
-53,186
-92% -$2.83M 0.02% 366
2018
Q1 		$3.11M Sell
58,080
-3,018
-5% -$163K 0.24% 67
2017
Q4 		$3.34M Buy
61,098
+720
+1% +$39.5K 0.29% 61
2017
Q3 		$3.33M Sell
60,378
-5,282
-8% -$291K 0.31% 56
2017
Q2 		$3.6M Buy
65,660
+6,468
+11% +$355K 0.43% 45
2017
Q1 		$3.23M Buy
59,192
+41,556
+236% +$2.26M 0.6% 30
2016
Q4 		$954K Buy
+17,636
New +$964K 0.39% 58

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AE Wealth Management's IGIB Position: Q1 2026 in Review

AE Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.2% in Q1 2026, selling an estimated $21.4K and leaving 5,139 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

AE Wealth Management first reported a position in IGIB in Q4 2016 and has held it in 38 quarters since. The position peaked at $12.6M in Q2 2023. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • AE Wealth Management held 5,139 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $274K as of Q1 2026.
  • AE Wealth Management sold 398 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $21.4K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1434 holding.
  • AE Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.6M in Q2 2023.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.