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

Dodds 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
Q2 		$49.1M Buy
923,932
+34,714
+4% +$1.85M 11.05% 4
2026
Q1 		$47.3M Buy
889,218
+50,531
+6% +$2.72M 11.62% 3
2025
Q4 		$45.2M Buy
838,687
+13,860
+2% +$749K 11.08% 5
2025
Q3 		$44.6M Buy
824,827
+51,377
+7% +$2.75M 11.05% 5
2025
Q2 		$41.2M Buy
773,450
+17,225
+2% +$899K 11.05% 5
2025
Q1 		$39.7M Buy
756,225
+9,649
+1% +$501K 12.94% 3
2024
Q4 		$38.5M Buy
746,576
+48,398
+7% +$2.53M 12.38% 3
2024
Q3 		$36.9M Buy
698,178
+22,524
+3% +$1.19M 12.31% 3
2024
Q2 		$34.8M Buy
675,654
+17,489
+3% +$890K 13.6% 3
2024
Q1 		$34M Buy
658,165
+88,721
+16% +$4.56M 13.81% 4
2023
Q4 		$29.6M Buy
+569,444
New +$28.2M 15.18% 3

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

Dodds Wealth's IGIB Position: Q2 2026 in Review

Dodds Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.9% in Q2 2026, buying an estimated $1.85M and bringing the position to 923,932 shares worth $49.1M. The position accounts for 11.05% of the portfolio, ranked #4.

Dodds Wealth first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Dodds Wealth held 923,932 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $49.1M as of Q2 2026.
  • Dodds Wealth bought 34,714 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 11.05% of Dodds Wealth's portfolio in Q2 2026, its #4 holding.
  • Dodds Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.