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Brown Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Brown Financial Advisors’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
-39,013
Closed -$2.08M – 220
2026
Q1 		$2.08M Sell
39,013
-832
-2% -$44.8K 0.79% 37
2025
Q4 		$2.15M Buy
39,845
+136
+0.3% +$7.35K 0.79% 40
2025
Q3 		$2.15M Buy
39,709
+18,614
+88% +$996K 0.79% 41
2025
Q2 		$1.12M Sell
21,095
-1,274
-6% -$66.5K 0.44% 82
2025
Q1 		$1.17M Sell
22,369
-53,055
-70% -$2.76M 0.48% 77
2024
Q4 		$3.89M Sell
75,424
-13,914
-16% -$729K 1.56% 14
2024
Q3 		$4.8M Sell
89,338
-21,346
-19% -$1.13M 1.98% 9
2024
Q2 		$5.67M Buy
+110,684
New +$5.64M 2.54% 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

Brown Financial Advisors's IGIB Position: Q2 2026 in Review

Brown Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 39,013 shares — an estimated $2.08M sold.

Brown Financial Advisors first reported a position in IGIB in Q2 2024 and held it in 8 quarters. The position peaked at $5.67M in Q2 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Brown Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Brown Financial Advisors sold 39,013 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.08M.
  • Brown Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
  • Brown Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.67M in Q2 2024.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.