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

Financial Consulate’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 		$190K Sell
3,582
-157
-4% -$8.35K 0.02% 157
2026
Q1 		$199K Buy
3,739
+410
+12% +$22.1K 0.02% 150
2025
Q4 		$179K Buy
3,329
+3,059
+1,133% +$165K 0.02% 168
2025
Q3 		$14.6K Buy
+270
New +$14.4K ﹤0.01% 507

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

Financial Consulate's IGIB Position: Q2 2026 in Review

Financial Consulate reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.2% in Q2 2026, selling an estimated $8.35K and leaving 3,582 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #157.

Financial Consulate first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $199K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Financial Consulate held 3,582 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $190K as of Q2 2026.
  • Financial Consulate sold 157 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.35K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #157 holding.
  • Financial Consulate first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $199K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.