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

GeoWealth 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 		$20.5K Buy
386
+98
+34% +$5.21K ﹤0.01% 873
2026
Q1 		$15.3K Buy
288
+5
+2% +$269 ﹤0.01% 831
2025
Q4 		$15.2K Sell
283
-1,524
-84% -$82.4K ﹤0.01% 752
2025
Q3 		$97.7K Hold
1,807
– – ﹤0.01% 724
2025
Q2 		$96.3K Buy
1,807
+1,206
+201% +$62.9K ﹤0.01% 826
2025
Q1 		$31.6K Buy
601
+3
+0.5% +$156 ﹤0.01% 942
2024
Q4 		$30.8K Buy
598
+597
+59,700% +$31.3K ﹤0.01% 1285
2024
Q3 		$45 Sell
1
-1,657
-100% -$87.4K ﹤0.01% 1681
2024
Q2 		$85K Sell
1,658
-17
-1% -$866 ﹤0.01% 786
2024
Q1 		$86.4K Buy
1,675
+154
+10% +$7.92K ﹤0.01% 782
2023
Q4 		$79K Buy
1,521
+1,465
+2,616% +$72.4K 0.01% 599
2023
Q3 		$3K Sell
56
-52
-48% -$2.59K ﹤0.01% 466
2023
Q2 		$5K Hold
108
– – ﹤0.01% 407
2023
Q1 		$6K Sell
108
-22,206
-100% -$1.12M ﹤0.01% 351
2022
Q4 		$1.1M Sell
22,314
-726
-3% -$35.6K 0.12% 107
2022
Q3 		$1.11M Buy
23,040
+11,971
+108% +$612K 0.12% 111
2022
Q2 		$565K Sell
11,069
-291
-3% -$15.2K 0.08% 145
2022
Q1 		$623K Sell
11,360
-1,921
-14% -$109K 0.05% 185
2021
Q4 		$787K Sell
13,281
-16,988
-56% -$1.01M 0.06% 169
2021
Q3 		$1.82M Sell
30,269
-2,446
-7% -$149K 0.15% 121
2021
Q2 		$1.98M Sell
32,715
-331
-1% -$19.8K 0.25% 79
2021
Q1 		$1.96M Sell
33,046
-2,157
-6% -$130K 0.31% 66
2020
Q4 		$2.17M Buy
35,203
+1,394
+4% +$85.3K 0.35% 79
2020
Q3 		$2.05M Sell
33,809
-698
-2% -$42.6K 0.62% 56
2020
Q2 		$2.08M Sell
34,507
-30,607
-47% -$1.78M 0.86% 39
2020
Q1 		$3.58M Buy
65,114
+261
+0.4% +$15.1K 2.53% 13
2019
Q4 		$3.76M Buy
+64,853
New +$3.75M 2.02% 17

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

GeoWealth Management's IGIB Position: Q2 2026 in Review

GeoWealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 34% in Q2 2026, buying an estimated $5.21K and bringing the position to 386 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

GeoWealth Management first reported a position in IGIB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.76M in Q4 2019. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • GeoWealth Management held 386 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $20.5K as of Q2 2026.
  • GeoWealth Management bought 98 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.21K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #873 holding.
  • GeoWealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • GeoWealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.76M in Q4 2019.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.