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

Corient Private Wealth’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 		$1.19M Sell
22,760
-47,164
-67% -$2.54M ﹤0.01% 1550
2025
Q4 		$3.72M Buy
69,924
+42,650
+156% +$2.31M ﹤0.01% 1202
2025
Q3 		$1.48M Sell
27,274
-4,177
-13% -$223K ﹤0.01% 1224
2025
Q2 		$1.68M Sell
31,451
-1,113
-3% -$58.1K ﹤0.01% 1112
2025
Q1 		$1.71M Sell
32,564
-1,836
-5% -$95.4K ﹤0.01% 1029
2024
Q4 		$1.77M Sell
34,400
-29,105
-46% -$1.52M ﹤0.01% 1048
2024
Q3 		$3.41M Buy
63,505
+33,780
+114% +$1.78M 0.01% 876
2024
Q2 		$1.52M Sell
29,725
-828
-3% -$42.2K ﹤0.01% 1154
2024
Q1 		$1.58M Buy
30,553
+15,680
+105% +$806K ﹤0.01% 1140
2023
Q4 		$773K Sell
14,873
-3,601
-19% -$178K ﹤0.01% 1395
2023
Q3 		$899K Buy
18,474
+11,863
+179% +$591K ﹤0.01% 1236
2023
Q2 		$334K Sell
6,611
-3,017
-31% -$153K ﹤0.01% 1643
2023
Q1 		$494K Sell
9,628
-3,629
-27% -$184K ﹤0.01% 1387
2022
Q4 		$2.91M Buy
+13,257
New +$650K 0.01% 617

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

Corient Private Wealth's IGIB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 67% in Q1 2026, selling an estimated $2.54M and leaving 22,760 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Corient Private Wealth first reported a position in IGIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.72M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Corient Private Wealth held 22,760 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.19M as of Q1 2026.
  • Corient Private Wealth sold 47,164 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.54M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1550 holding.
  • Corient Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.72M 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.