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

Allworth Financial’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 		$1.52M Buy
28,674
+2,826
+11% +$150K 0.01% 594
2026
Q1 		$1.38M Buy
25,848
+539
+2% +$29K 0.01% 621
2025
Q4 		$1.36M Buy
25,309
+1,312
+5% +$70.9K 0.01% 602
2025
Q3 		$1.3M Buy
23,997
+1,145
+5% +$61.2K 0.01% 592
2025
Q2 		$1.22M Buy
22,852
+465
+2% +$24.3K 0.01% 590
2025
Q1 		$1.17M Sell
22,387
-1,310
-6% -$68K 0.01% 495
2024
Q4 		$1.22M Buy
23,697
+909
+4% +$47.6K 0.01% 492
2024
Q3 		$1.22M Sell
22,788
-524
-2% -$27.6K 0.01% 406
2024
Q2 		$1.21M Sell
23,312
-251
-1% -$12.8K 0.01% 394
2024
Q1 		$1.22M Sell
23,563
-9,639
-29% -$495K 0.01% 379
2023
Q4 		$1.73M Buy
33,202
+34
+0.1% +$1.68K 0.01% 326
2023
Q3 		$1.61M Sell
33,168
-1,480
-4% -$73.7K 0.01% 303
2023
Q2 		$1.75M Sell
34,648
-9
-0% -$457 0.01% 302
2023
Q1 		$1.78M Sell
34,657
-4,307
-11% -$218K 0.02% 270
2022
Q4 		$1.93M Buy
38,964
+4,857
+14% +$238K 0.02% 248
2022
Q3 		$1.65M Buy
34,107
+8,307
+32% +$425K 0.02% 247
2022
Q2 		$1.32M Buy
25,800
+14,676
+132% +$765K 0.02% 269
2022
Q1 		$610K Buy
11,124
+4
+0% +$227 0.01% 366
2021
Q4 		$659K Buy
11,120
+237
+2% +$14.1K 0.01% 339
2021
Q3 		$654K Sell
10,883
-1,792
-14% -$109K 0.01% 296
2021
Q2 		$767K Sell
12,675
-673
-5% -$40.3K 0.01% 213
2021
Q1 		$791K Sell
13,348
-11
-0.1% -$665 0.02% 189
2020
Q4 		$825K Buy
13,359
+23
+0.2% +$1.41K 0.02% 131
2020
Q3 		$811K Sell
13,336
-1,645
-11% -$100K 0.02% 114
2020
Q2 		$905K Buy
14,981
+1,410
+10% +$82.2K 0.03% 104
2020
Q1 		$745K Buy
13,571
+12,204
+893% +$705K 0.02% 127
2019
Q4 		$79K Buy
1,367
+10
+0.7% +$579 ﹤0.01% 306
2019
Q3 		$79K Buy
1,357
+608
+81% +$34.9K ﹤0.01% 260
2019
Q2 		$43K Sell
749
-93
-11% -$5.16K ﹤0.01% 344
2019
Q1 		$46K Buy
842
+98
+13% +$5.27K ﹤0.01% 322
2018
Q4 		$39K Sell
744
-32
-4% -$1.67K ﹤0.01% 317
2018
Q3 		$41K Sell
776
-16
-2% -$852 ﹤0.01% 321
2018
Q2 		$42K Buy
792
+302
+62% +$16.1K ﹤0.01% 308
2018
Q1 		$26K Hold
490
– – ﹤0.01% 330
2017
Q4 		$27K Hold
490
– – ﹤0.01% 325
2017
Q3 		$27K Sell
490
-162
-25% -$8.92K ﹤0.01% 317
2017
Q2 		$36K Sell
652
-78
-11% -$4.28K ﹤0.01% 291
2017
Q1 		$40K Buy
730
+116
+19% +$6.3K ﹤0.01% 256
2016
Q4 		$33K Buy
614
+124
+25% +$6.78K ﹤0.01% 262
2016
Q3 		$27K Buy
490
+418
+581% +$23.3K ﹤0.01% 283
2016
Q2 		$4K Hold
72
– – ﹤0.01% 487
2016
Q1 		$4K Buy
+72
New +$3.89K ﹤0.01% 474
2014
Q3 		– Sell
-5,520
Closed -$304K – 100
2014
Q2 		$304K Sell
5,520
-38
-0.7% -$2.08K 0.14% 56
2014
Q1 		$303K Buy
+5,558
New +$302K 0.13% 50

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial's IGIB Position: Q2 2026 in Review

Allworth Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q2 2026, buying an estimated $150K and bringing the position to 28,674 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #594.

Allworth Financial first reported a position in IGIB in Q1 2014 and has held it in 44 quarters since. The position peaked at $1.93M in Q4 2022. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Allworth Financial held 28,674 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.52M as of Q2 2026.
  • Allworth Financial bought 2,826 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $150K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #594 holding.
  • Allworth Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 44 quarters since.
  • Allworth Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.93M in Q4 2022.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.