Checchi Capital Advisers’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Checchi Capital Advisers’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	$4.79M	Sell	90,164 -46	-0.1%	-$2.44K	0.22%	83
2026 Q1	$4.8M	Sell	90,210 -14,436	-14%	-$777K	0.24%	74
2025 Q4	$5.64M	Sell	104,646 -892	-0.8%	-$48.2K	0.29%	65
2025 Q3	$5.71M	Sell	105,538 -939	-0.9%	-$50.2K	0.3%	66
2025 Q2	$5.67M	Sell	106,477 -17,251	-14%	-$900K	0.32%	68
2025 Q1	$6.5M	Sell	123,728 -3,058	-2%	-$159K	0.34%	58
2024 Q4	$6.53M	Buy	126,786 +1,657	+1%	+$86.8K	0.38%	59
2024 Q3	$6.72M	Sell	125,129 -1,090	-0.9%	-$57.5K	0.38%	55
2024 Q2	$6.47M	Sell	126,219 -6,165	-5%	-$314K	0.32%	57
2024 Q1	$6.83M	Sell	132,384 -3,054	-2%	-$157K	0.53%	54
2023 Q4	$7.04M	Buy	135,438 +57,375	+73%	+$2.84M	0.57%	49
2023 Q3	$3.8M	Buy	78,063 +63,782	+447%	+$3.18M	0.35%	68
2023 Q2	$722K	Buy	14,281 +8,638	+153%	+$439K	0.06%	220
2023 Q1	$289K	Sell	5,643 -4,826	-46%	-$244K	0.03%	426
2022 Q4	$518K	Buy	+10,469	New	+$513K	0.05%	265
2022 Q3	–	Sell	-90,452	Closed	-$4.78M	–	565
2022 Q2	$4.78M	Buy	+90,452	New	+$4.72M	0.41%	52

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 22.9% 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

Checchi Capital Advisers's IGIB Position: Q2 2026 in Review

Checchi Capital Advisers reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.05% in Q2 2026, selling an estimated $2.44K and leaving 90,164 shares worth $4.79M. The position accounts for 0.22% of the portfolio, ranked #83.

Checchi Capital Advisers first reported a position in IGIB in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.04M in Q4 2023. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Checchi Capital Advisers held 90,164 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.79M as of Q2 2026.
Checchi Capital Advisers sold 46 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.44K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.22% of Checchi Capital Advisers's portfolio in Q2 2026, its #83 holding.
Checchi Capital Advisers 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.
Checchi Capital Advisers's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.04M in Q4 2023.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.