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

Bingham Private Wealth’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	$695K	Buy	13,065 +587	+5%	+$31.2K	0.48%	65
2026 Q1	$664K	Buy	12,478 +2,040	+20%	+$110K	0.53%	58
2025 Q4	$562K	Buy	+10,438	New	+$564K	0.49%	59
2025 Q2	$551K	Buy	10,344 +41	+0.4%	+$2.14K	0.53%	56
2025 Q1	$541K	Sell	10,303 -98	-0.9%	-$5.09K	0.56%	56
2024 Q4	$536K	Buy	+10,401	New	+$545K	0.57%	55

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bingham Private Wealth's IGIB Position: Q2 2026 in Review

Bingham Private Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.7% in Q2 2026, buying an estimated $31.2K and bringing the position to 13,065 shares worth $695K. The position accounts for 0.48% of the portfolio, ranked #65.

Bingham Private Wealth first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Bingham Private Wealth held 13,065 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $695K as of Q2 2026.
Bingham Private Wealth bought 587 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.2K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.48% of Bingham Private Wealth's portfolio in Q2 2026, its #65 holding.
Bingham Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 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 Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.