Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Envestnet Portfolio Solutions’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 		$3.1M Buy
58,397
+172
+0.3% +$9.14K 0.01% 419
2026
Q1 		$3.1M Sell
58,225
-221,659
-79% -$11.9M 0.02% 377
2025
Q4 		$15.1M Sell
279,884
-99
-0% -$5.35K 0.05% 186
2025
Q3 		$15.1M Buy
279,983
+15,257
+6% +$816K 0.06% 176
2025
Q2 		$14.1M Sell
264,726
-343,810
-56% -$17.9M 0.05% 178
2025
Q1 		$32M Sell
608,536
-63,417
-9% -$3.29M 0.12% 95
2024
Q4 		$34.6M Sell
671,953
-15,609
-2% -$817K 0.11% 96
2024
Q3 		$36.9M Sell
687,562
-40,285
-6% -$2.12M 0.12% 91
2024
Q2 		$37.3M Buy
727,847
+59,851
+9% +$3.05M 0.13% 88
2024
Q1 		$34.5M Buy
667,996
+149,931
+29% +$7.71M 0.13% 91
2023
Q4 		$26.9M Buy
518,065
+13,519
+3% +$668K 0.11% 100
2023
Q3 		$24.5M Buy
+504,546
New +$25.1M 0.12% 98

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 22.9% 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

Envestnet Portfolio Solutions's IGIB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.3% in Q2 2026, buying an estimated $9.14K and bringing the position to 58,397 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #419.

Envestnet Portfolio Solutions first reported a position in IGIB in Q3 2023 and has held it in 12 quarters since. The position peaked at $37.3M in Q2 2024. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Envestnet Portfolio Solutions held 58,397 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.1M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 172 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.14K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #419 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $37.3M in Q2 2024.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.