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

Buck Wealth Strategies’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 		$11.6K Buy
+219
New +$11.6K ﹤0.01% 569
2023
Q4 		– Sell
-1,192
Closed -$58K – 188
2023
Q3 		$58K Buy
+1,192
New +$59.3K 0.02% 104

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 22.9% 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

Buck Wealth Strategies's IGIB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 219 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IGIB as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IGIB in Q3 2023 and has held it in 2 quarters since. The position peaked at $58K in Q3 2023. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Buck Wealth Strategies held 219 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.6K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #569 holding.
  • Buck Wealth Strategies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • Buck Wealth Strategies's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $58K in Q3 2023.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.