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

Ascent Group’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 		$454K Sell
8,530
-1,590
-16% -$84.5K 0.01% 553
2026
Q1 		$539K Sell
10,120
-72
-0.7% -$3.88K 0.02% 483
2025
Q4 		$549K Sell
10,192
-2,057
-17% -$111K 0.02% 478
2025
Q3 		$663K Buy
12,249
+5,769
+89% +$309K 0.02% 439
2025
Q2 		$345K Sell
6,480
-108
-2% -$5.64K 0.01% 547
2025
Q1 		$346K Buy
6,588
+2,193
+50% +$114K 0.01% 531
2024
Q4 		$226K Buy
4,395
+662
+18% +$34.7K 0.02% 496
2024
Q3 		$201K Sell
3,733
-3,373
-47% -$178K 0.02% 515
2024
Q2 		$364K Buy
7,106
+1,599
+29% +$81.4K 0.03% 397
2024
Q1 		$284K Sell
5,507
-1,245
-18% -$64K 0.03% 443
2023
Q4 		$346K Buy
6,752
+2,542
+60% +$126K 0.03% 399
2023
Q3 		$204K Sell
4,210
-12,774
-75% -$636K 0.02% 440
2023
Q2 		$853K Sell
16,984
-6,763
-28% -$344K 0.09% 255
2023
Q1 		$1.22M Buy
23,747
+15,620
+192% +$791K 0.13% 205
2022
Q4 		$402K Sell
8,127
-575
-7% -$28.2K 0.05% 335
2022
Q3 		$417K Sell
8,702
-3,755
-30% -$192K 0.05% 323
2022
Q2 		$658K Sell
12,457
-4,634
-27% -$242K 0.08% 260
2022
Q1 		$938K Sell
17,091
-1,495
-8% -$84.8K 0.11% 225
2021
Q4 		$1.08M Buy
+18,586
New +$1.11M 0.14% 206

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

Ascent Group's IGIB Position: Q2 2026 in Review

Ascent Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, selling an estimated $84.5K and leaving 8,530 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #553.

Ascent Group first reported a position in IGIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Ascent Group held 8,530 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $454K as of Q2 2026.
  • Ascent Group sold 1,590 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $84.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #553 holding.
  • Ascent Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Ascent Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.22M in Q1 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.