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

Clearstead Trust’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 		$4.79K Hold
90
– – ﹤0.01% 784
2026
Q1 		$4.79K Hold
90
– – ﹤0.01% 763
2025
Q4 		$4.85K Hold
90
– – ﹤0.01% 767
2025
Q3 		$4.87K Buy
+90
New +$4.81K ﹤0.01% 772

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 Trust's IGIB Position: Q2 2026 in Review

Clearstead Trust held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 90 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Clearstead Trust first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.87K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Clearstead Trust held 90 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.79K as of Q2 2026.
  • Clearstead Trust left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #784 holding.
  • Clearstead Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.87K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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