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

Genesis Wealth Advisors’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	$286K	Hold	5,373	–	–	0.17%	57
2026 Q1	$286K	Hold	5,373	–	–	0.19%	49
2025 Q4	$289K	Hold	5,373	–	–	0.2%	48
2025 Q3	$291K	Hold	5,373	–	–	0.2%	45
2025 Q2	$286K	Hold	5,373	–	–	0.21%	45
2025 Q1	$282K	Hold	5,373	–	–	0.23%	45
2024 Q4	$277K	Buy	+5,373	New	+$281K	0.24%	47
2015 Q2	$5.76M	Buy	105,760 +9,022	+9%	+$495K	4.68%	4
2015 Q1	$5.36M	Buy	96,738 +3,220	+3%	+$178K	4.45%	5
2014 Q4	$5.18M	Buy	+93,518	New	+$5.13M	4.11%	4

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

Genesis Wealth Advisors's IGIB Position: Q2 2026 in Review

Genesis Wealth Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 5,373 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #57.

Genesis Wealth Advisors first reported a position in IGIB in Q4 2014 and has held it in 10 quarters since. The position peaked at $5.76M in Q2 2015. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Genesis Wealth Advisors held 5,373 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $286K as of Q2 2026.
Genesis Wealth Advisors 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 Genesis Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Genesis Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.76M in Q2 2015.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.