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

Ameliora 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
Q2 		$27.7M Buy
520,969
+71,007
+16% +$3.77M 8.22% 1
2026
Q1 		$23.9M Buy
449,962
+70,370
+19% +$3.79M 7.63% 1
2025
Q4 		$20.5M Buy
379,592
+41,827
+12% +$2.26M 6.23% 4
2025
Q3 		$18.3M Sell
337,765
-11,460
-3% -$613K 6.08% 5
2025
Q2 		$18.6M Buy
349,225
+5,046
+1% +$263K 6.66% 3
2025
Q1 		$18.1M Buy
344,179
+16,974
+5% +$882K 6.8% 4
2024
Q4 		$16.9M Sell
327,205
-265
-0.1% -$13.9K 6.32% 3
2024
Q3 		$17.6M Buy
327,470
+123,940
+61% +$6.54M 7.33% 3
2024
Q2 		$10.4M Buy
203,530
+12,245
+6% +$623K 4.74% 6
2024
Q1 		$9.87M Buy
191,285
+16,970
+10% +$872K 4.47% 5
2023
Q4 		$9.06M Buy
174,315
+90,950
+109% +$4.5M 4.5% 6
2023
Q3 		$4.06M Buy
83,365
+30,706
+58% +$1.53M 2.4% 10
2023
Q2 		$2.66M Sell
52,659
-2,245
-4% -$114K 1.65% 19
2023
Q1 		$2.82M Buy
+54,904
New +$2.78M 1.64% 16

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

Ameliora Wealth Management's IGIB Position: Q2 2026 in Review

Ameliora Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, buying an estimated $3.77M and bringing the position to 520,969 shares worth $27.7M. The position accounts for 8.22% of the portfolio, ranked #1.

Ameliora Wealth Management first reported a position in IGIB in Q1 2023 and has held it in 14 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Ameliora Wealth Management held 520,969 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $27.7M as of Q2 2026.
  • Ameliora Wealth Management bought 71,007 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.77M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 8.22% of Ameliora Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Ameliora Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.