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Equita Financial Network’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Equita Financial Network’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 		$610K Hold
11,480
– – 0.17% 53
2026
Q1 		$611K Buy
11,480
+1,604
+16% +$86.3K 0.19% 52
2025
Q4 		$532K Sell
9,876
-247
-2% -$13.4K 0.16% 59
2025
Q3 		$548K Sell
10,123
-1,409
-12% -$75.4K 0.19% 57
2025
Q2 		$615K Sell
11,532
-1,781
-13% -$92.9K 0.24% 48
2025
Q1 		$699K Sell
13,313
-952
-7% -$49.4K 0.24% 50
2024
Q4 		$735K Buy
14,265
+2,733
+24% +$143K 0.27% 47
2024
Q3 		$619K Sell
11,532
-283
-2% -$14.9K 0.23% 52
2024
Q2 		$606K Buy
11,815
+211
+2% +$10.7K 0.25% 54
2024
Q1 		$599K Hold
11,604
– – 0.27% 46
2023
Q4 		$603K Buy
+11,604
New +$574K 0.32% 44

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

Equita Financial Network's IGIB Position: Q2 2026 in Review

Equita Financial Network held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 11,480 shares worth $610K. The position accounts for 0.17% of the portfolio, ranked #53.

Equita Financial Network first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $735K in Q4 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Equita Financial Network held 11,480 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $610K as of Q2 2026.
  • Equita Financial Network left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.17% of Equita Financial Network's portfolio in Q2 2026, its #53 holding.
  • Equita Financial Network 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.
  • Equita Financial Network's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $735K in Q4 2024.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.