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

Consilio Wealth 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
Q1 		$4.02M Sell
75,469
-843
-1% -$45.4K 1.17% 22
2025
Q4 		$4.11M Buy
76,312
+72,492
+1,898% +$3.92M 1.2% 20
2025
Q3 		$207K Buy
+3,820
New +$204K 0.07% 94

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Consilio Wealth Advisors's IGIB Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.1% in Q1 2026, selling an estimated $45.4K and leaving 75,469 shares worth $4.02M. The position accounts for 1.17% of the portfolio, ranked #22.

Consilio Wealth Advisors first reported a position in IGIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.11M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Consilio Wealth Advisors held 75,469 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.02M as of Q1 2026.
  • Consilio Wealth Advisors sold 843 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $45.4K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.17% of Consilio Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Consilio Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Consilio Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.11M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.