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

Crewe 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	$798	Hold	15	–	–	﹤0.01%	1058
2026 Q1	$799	Hold	15	–	–	﹤0.01%	973
2025 Q4	$809	Hold	15	–	–	﹤0.01%	1012
2025 Q3	$812	Hold	15	–	–	﹤0.01%	929
2025 Q2	$800	Buy	+15	New	+$783	﹤0.01%	628
2023 Q4	–	Sell	-117	Closed	-$5.69K	–	560
2023 Q3	$5.69K	Sell	117 -45	-28%	-$2.24K	﹤0.01%	282
2023 Q2	$8.19K	Buy	162 +117	+260%	+$5.95K	﹤0.01%	426
2023 Q1	$2.31K	Hold	45	–	–	﹤0.01%	709
2022 Q4	$2.23K	Hold	45	–	–	﹤0.01%	821
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	1047
2022 Q2	$2K	Hold	45	–	–	﹤0.01%	979
2022 Q1	$2K	Buy	+45	New	+$2.55K	﹤0.01%	434

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Crewe Advisors's IGIB Position: Q2 2026 in Review

Crewe Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 15 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Crewe Advisors first reported a position in IGIB in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.19K in Q2 2023. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Crewe Advisors held 15 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $798 as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #1058 holding.
Crewe Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 12 quarters since.
Crewe Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.19K in Q2 2023.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.