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GDS Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

GDS Wealth Management’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 		$24.9M Buy
468,142
+21,173
+5% +$1.13M 1.18% 30
2026
Q1 		$23.8M Buy
446,969
+18,681
+4% +$1.01M 1.43% 24
2025
Q4 		$23.1M Sell
428,288
-14,621
-3% -$790K 1.44% 21
2025
Q3 		$24M Buy
442,909
+18,048
+4% +$965K 1.58% 19
2025
Q2 		$22.6M Buy
424,861
+18,464
+5% +$964K 1.65% 15
2025
Q1 		$21.3M Buy
406,397
+43,669
+12% +$2.27M 1.82% 13
2024
Q4 		$18.7M Buy
362,728
+40,333
+13% +$2.11M 1.7% 20
2024
Q3 		$17.3M Buy
322,395
+318,383
+7,936% +$16.8M 1.69% 20
2024
Q2 		$206K Buy
4,012
+2
+0% +$102 0.02% 134
2024
Q1 		$207K Sell
4,010
-296
-7% -$15.2K 0.02% 132
2023
Q4 		$224K Sell
4,306
-287
-6% -$14.2K 0.03% 121
2023
Q3 		$223K Sell
4,593
-27
-0.6% -$1.34K 0.04% 112
2023
Q2 		$234K Sell
4,620
-226
-5% -$11.5K 0.04% 113
2023
Q1 		$249K Sell
4,846
-845
-15% -$42.8K 0.04% 102
2022
Q4 		$282K Sell
5,691
-528
-8% -$25.9K 0.05% 101
2022
Q3 		$300K Buy
6,219
+110
+2% +$5.62K 0.07% 91
2022
Q2 		$312K Buy
6,109
+446
+8% +$23.3K 0.07% 91
2022
Q1 		$300K Buy
5,663
+541
+11% +$30.7K 0.07% 94
2021
Q4 		$304K Buy
+5,122
New +$305K 0.07% 92

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

GDS Wealth Management's IGIB Position: Q2 2026 in Review

GDS Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.7% in Q2 2026, buying an estimated $1.13M and bringing the position to 468,142 shares worth $24.9M. The position accounts for 1.18% of the portfolio, ranked #30.

GDS Wealth Management first reported a position in IGIB in Q4 2021 and has held it in 19 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • GDS Wealth Management held 468,142 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $24.9M as of Q2 2026.
  • GDS Wealth Management bought 21,173 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.13M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.18% of GDS Wealth Management's portfolio in Q2 2026, its #30 holding.
  • GDS Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.