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

Clearstead 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 		$392K Sell
7,367
-832
-10% -$44.2K ﹤0.01% 838
2026
Q1 		$436K Buy
8,199
+832
+11% +$44.8K ﹤0.01% 749
2025
Q4 		$397K Hold
7,367
– – 0.01% 725
2025
Q3 		$398K Buy
7,367
+7,277
+8,086% +$389K 0.01% 699
2025
Q2 		$4.8K Hold
90
– – ﹤0.01% 2119
2025
Q1 		$4.73K Hold
90
– – ﹤0.01% 1763
2024
Q4 		$4.64K Sell
90
-1,159
-93% -$60.7K ﹤0.01% 1736
2024
Q3 		$67.1K Hold
1,249
– – ﹤0.01% 1137
2024
Q2 		$64K Hold
1,249
– – ﹤0.01% 1105
2024
Q1 		$63.4K Buy
1,249
+971
+349% +$49.9K ﹤0.01% 711
2023
Q4 		$14.5K Buy
278
+188
+209% +$9.29K ﹤0.01% 994
2023
Q3 		$4.38K Hold
90
– – ﹤0.01% 1100
2023
Q2 		$4.55K Hold
90
– – ﹤0.01% 1060
2023
Q1 		$4.62K Hold
90
– – ﹤0.01% 1032
2022
Q4 		$4.46K Hold
90
– – ﹤0.01% 997
2022
Q3 		$4K Hold
90
– – ﹤0.01% 1000
2022
Q2 		$5K Hold
90
– – ﹤0.01% 1003
2022
Q1 		$5K Hold
90
– – ﹤0.01% 1077
2021
Q4 		$5K Hold
90
– – ﹤0.01% 1004
2021
Q3 		$5K Hold
90
– – ﹤0.01% 1024
2021
Q2 		$5K Hold
90
– – ﹤0.01% 882
2021
Q1 		$5K Hold
90
– – ﹤0.01% 869
2020
Q4 		$6K Hold
90
– – ﹤0.01% 787
2020
Q3 		$5K Hold
90
– – ﹤0.01% 739
2020
Q2 		$5K Hold
90
– – ﹤0.01% 670
2020
Q1 		$5K Buy
+90
New +$5.2K ﹤0.01% 639

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

Clearstead Advisors's IGIB Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q2 2026, selling an estimated $44.2K and leaving 7,367 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Clearstead Advisors first reported a position in IGIB in Q1 2020 and has held it in 26 quarters since. The position peaked at $436K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Clearstead Advisors held 7,367 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $392K as of Q2 2026.
  • Clearstead Advisors sold 832 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $44.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #838 holding.
  • Clearstead Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $436K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.