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

Crux 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 Q2	$1.38M	Buy	26,014 +622	+2%	+$33.1K	0.48%	64
2026 Q1	$1.35M	Sell	25,392 -503	-2%	-$27.1K	0.52%	65
2025 Q4	$1.4M	Sell	25,895 -4,466	-15%	-$241K	0.52%	64
2025 Q3	$1.64M	Sell	30,361 -2,855	-9%	-$153K	0.65%	45
2025 Q2	$1.77M	Sell	33,216 -6,705	-17%	-$350K	0.75%	40
2025 Q1	$2.1M	Buy	39,921 +5,115	+15%	+$266K	1.09%	29
2024 Q4	$1.79M	Buy	+34,806	New	+$1.82M	1%	30

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

Crux Wealth Advisors's IGIB Position: Q2 2026 in Review

Crux Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.4% in Q2 2026, buying an estimated $33.1K and bringing the position to 26,014 shares worth $1.38M. The position accounts for 0.48% of the portfolio, ranked #64.

Crux Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q1 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Crux Wealth Advisors held 26,014 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.38M as of Q2 2026.
Crux Wealth Advisors bought 622 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $33.1K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.48% of Crux Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Crux Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.1M in Q1 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.