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

Crescent Grove 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 		$1.43M Buy
+26,935
New +$1.43M 0.12% 121
2019
Q1 		– Sell
-4,429
Closed -$232K – 158
2018
Q4 		$232K Buy
+4,429
New +$232K 0.05% 140

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

Crescent Grove Advisors's IGIB Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 26,935 shares worth $1.43M. The stake represents 0.12% of the portfolio and ranks #121 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in IGIB as recently as Q4 2018.

Crescent Grove Advisors first reported a position in IGIB in Q4 2018 and has held it in 2 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Crescent Grove Advisors held 26,935 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.43M as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Crescent Grove Advisors position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Crescent Grove Advisors's portfolio in Q2 2026, its #121 holding.
  • Crescent Grove Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.