Cerity Partners
IGIB icon

Cerity Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cerity Partners’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 		$26.9M Sell
505,318
-11,884
-2% -$632K 0.03% 398
2026
Q1 		$27.5M Sell
517,202
-113
-0% -$6.08K 0.04% 359
2025
Q4 		$27.9M Buy
517,315
+483,973
+1,452% +$26.2M 0.04% 336
2025
Q3 		$1.8M Buy
33,342
+2,717
+9% +$145K ﹤0.01% 1342
2025
Q2 		$1.63M Buy
30,625
+11,450
+60% +$598K ﹤0.01% 1305
2025
Q1 		$1.01M Sell
19,175
-381
-2% -$19.8K ﹤0.01% 1424
2024
Q4 		$1.01M Sell
19,556
-11,471
-37% -$601K ﹤0.01% 1409
2024
Q3 		$1.67M Sell
31,027
-2,558
-8% -$135K ﹤0.01% 1173
2024
Q2 		$1.72M Buy
33,585
+326
+1% +$16.6K ﹤0.01% 969
2024
Q1 		$1.72M Buy
33,259
+1,301
+4% +$66.9K ﹤0.01% 1047
2023
Q4 		$1.66M Buy
31,958
+357
+1% +$17.6K 0.01% 818
2023
Q3 		$1.54M Sell
31,601
-9,329
-23% -$464K 0.01% 647
2023
Q2 		$2.07M Buy
40,930
+11,521
+39% +$585K 0.01% 722
2023
Q1 		$1.51M Buy
29,409
+4,274
+17% +$217K ﹤0.01% 811
2022
Q4 		$1.24M Buy
+25,135
New +$1.23M 0.01% 642
2022
Q3 		– Sell
-8,178
Closed -$417K – 1211
2022
Q2 		$417K Buy
+8,178
New +$426K ﹤0.01% 806

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

Cerity Partners's IGIB Position: Q2 2026 in Review

Cerity Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q2 2026, selling an estimated $632K and leaving 505,318 shares worth $26.9M. The position accounts for 0.03% of the portfolio, ranked #398.

Cerity Partners first reported a position in IGIB in Q2 2022 and has held it in 16 quarters since. The position peaked at $27.9M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Cerity Partners held 505,318 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $26.9M as of Q2 2026.
  • Cerity Partners sold 11,884 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $632K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #398 holding.
  • Cerity Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $27.9M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.