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

Evanson Financial’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	$359K	Buy	+6,758	New	+$359K	0.02%	240

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

Evanson Financial's IGIB Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 6,758 shares worth $359K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings.

708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Evanson Financial held 6,758 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $359K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Evanson Financial position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Evanson Financial's portfolio in Q2 2026, its #240 holding.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.