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Elevation Capital Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Elevation Capital Advisory’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 		– Sell
-19,070
Closed -$1.01M – 71
2026
Q1 		$1.01M Buy
+19,070
New +$1.03M 0.43% 60

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

Elevation Capital Advisory's IGIB Position: Q2 2026 in Review

Elevation Capital Advisory sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 19,070 shares — an estimated $1.01M sold.

Elevation Capital Advisory first reported a position in IGIB in Q1 2026 and held it in 1 quarter. The position peaked at $1.01M in Q1 2026. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Elevation Capital Advisory reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 19,070 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.01M.
  • Elevation Capital Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Elevation Capital Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q1 2026.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.