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Braun-Bostich & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-4,036
Closed -$215K – 140
2026
Q1 		$215K Sell
4,036
-93
-2% -$5K 0.13% 118
2025
Q4 		$222K Sell
4,129
-23
-0.6% -$1.24K 0.14% 111
2025
Q3 		$225K Buy
4,152
+216
+5% +$11.6K 0.14% 115
2025
Q2 		$210K Sell
3,936
-511
-11% -$26.7K 0.14% 114
2025
Q1 		$234K Buy
4,447
+281
+7% +$14.6K 0.17% 98
2024
Q4 		$215K Buy
+4,166
New +$218K 0.15% 104
2020
Q3 		– Sell
-852
Closed -$51K – 286
2020
Q2 		$51K Hold
852
– – 0.05% 130
2020
Q1 		$46K Sell
852
-920
-52% -$53.1K 0.06% 136
2019
Q4 		$103K Buy
+1,772
New +$103K 0.1% 114
2019
Q3 		– Sell
-1,772
Closed -$101K – 188
2019
Q2 		$101K Sell
1,772
-4,689
-73% -$260K 0.11% 136
2019
Q1 		$356K Sell
6,461
-27,463
-81% -$1.48M 0.37% 69
2018
Q4 		$1.78M Sell
33,924
-1,522
-4% -$79.6K 1.89% 11
2018
Q3 		$1.88M Sell
35,446
-40,466
-53% -$2.15M 1.81% 13
2018
Q2 		$4.03M Buy
75,912
+3,548
+5% +$189K 4.03% 3
2018
Q1 		$3.88M Buy
72,364
+7,896
+12% +$425K 3.36% 2
2017
Q4 		$3.52M Buy
+64,468
New +$3.53M 2.98% 4

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

Braun-Bostich & Associates's IGIB Position: Q2 2026 in Review

Braun-Bostich & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 4,036 shares — an estimated $215K sold.

Braun-Bostich & Associates first reported a position in IGIB in Q4 2017 and held it in 16 quarters. The position peaked at $4.03M in Q2 2018. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Braun-Bostich & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Braun-Bostich & Associates sold 4,036 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $215K.
  • Braun-Bostich & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and held it in 16 quarters.
  • Braun-Bostich & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.03M in Q2 2018.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.