CWA Asset Management Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

CWA Asset Management Group’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	$696K	Buy	13,085 +565	+5%	+$30K	0.02%	447
2026 Q1	$666K	Buy	12,520 +3,884	+45%	+$209K	0.02%	441
2025 Q4	$465K	Sell	8,636 -476	-5%	-$25.7K	0.02%	472
2025 Q3	$493K	Sell	9,112 -2,431	-21%	-$130K	0.02%	467
2025 Q2	$615K	Hold	11,543	–	–	0.03%	422
2025 Q1	$606K	Buy	11,543 +3,807	+49%	+$198K	0.03%	398
2024 Q4	$398K	Buy	+7,736	New	+$405K	0.02%	428

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

CWA Asset Management Group's IGIB Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.5% in Q2 2026, buying an estimated $30K and bringing the position to 13,085 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #447.

CWA Asset Management Group first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

CWA Asset Management Group held 13,085 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $696K as of Q2 2026.
CWA Asset Management Group bought 565 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $30K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #447 holding.
CWA Asset Management Group 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.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.