Cassaday & Co Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cassaday & Co 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	$3.14K	Buy	+59	New	+$3.14K	﹤0.01%	995

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

Cassaday & Co Wealth Management's IGIB Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 59 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Cassaday & Co Wealth Management held 59 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.14K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Cassaday & Co Wealth Management position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #995 holding.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.