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

Beaird Harris 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 		$11.1K Hold
208
– – ﹤0.01% 385
2026
Q1 		$11.1K Sell
208
-1,553
-88% -$83.6K ﹤0.01% 356
2025
Q4 		$94.9K Sell
1,761
-60
-3% -$3.24K 0.01% 197
2025
Q3 		$98.5K Hold
1,821
– – 0.01% 185
2025
Q2 		$97K Hold
1,821
– – 0.01% 184
2025
Q1 		$95.6K Hold
1,821
– – 0.01% 171
2024
Q4 		$93.8K Hold
1,821
– – 0.01% 177
2024
Q3 		$97.8K Hold
1,821
– – 0.01% 178
2024
Q2 		$93.3K Hold
1,821
– – 0.01% 167
2024
Q1 		$94K Hold
1,821
– – 0.01% 162
2023
Q4 		$94.7K Buy
1,821
+471
+35% +$23.3K 0.01% 145
2023
Q3 		$65.7K Hold
1,350
– – 0.01% 150
2023
Q2 		$68.3K Hold
1,350
– – 0.01% 153
2023
Q1 		$69.2K Hold
1,350
– – 0.01% 150
2022
Q4 		$66.8K Sell
1,350
-73
-5% -$3.58K 0.01% 163
2022
Q3 		$69K Buy
1,423
+1,042
+273% +$53.3K 0.02% 139
2022
Q2 		$19K Hold
381
– – 0.01% 209
2022
Q1 		$21K Hold
381
– – 0.01% 248
2021
Q4 		$23K Buy
+381
New +$22.7K 0.01% 314

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

Beaird Harris Wealth Management's IGIB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 208 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Beaird Harris Wealth Management first reported a position in IGIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $98.5K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Beaird Harris Wealth Management held 208 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.1K as of Q2 2026.
  • Beaird Harris Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Beaird Harris Wealth Management 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.
  • Beaird Harris Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $98.5K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.