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

Glass Jacobson Investment 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	$35.5K	Buy	667 +8	+1%	+$425	0.01%	365
2026 Q1	$35.1K	Buy	659 +5	+0.8%	+$269	0.01%	357
2025 Q4	$35.2K	Buy	654 +10	+2%	+$541	0.01%	346
2025 Q3	$34.8K	Buy	644 +8	+1%	+$428	0.01%	339
2025 Q2	$33.9K	Sell	636 -581	-48%	-$30.3K	0.01%	329
2025 Q1	$62.7K	Hold	1,217	–	–	0.02%	344
2024 Q4	$62.7K	Buy	1,217 +355	+41%	+$18.6K	0.02%	344
2024 Q3	$46.3K	Buy	862 +6	+0.7%	+$316	0.02%	366
2024 Q2	$43.9K	Buy	856 +6	+0.7%	+$305	0.02%	361
2024 Q1	$43.9K	Buy	850 +3	+0.4%	+$154	0.02%	367
2023 Q4	$44K	Buy	847 +7	+0.8%	+$346	0.02%	344
2023 Q3	$40.9K	Buy	840 +5	+0.6%	+$249	0.02%	341
2023 Q2	$42.2K	Buy	+835	New	+$42.4K	0.02%	342
2022 Q4	$16.9K	Buy	+342	New	+$16.8K	0.01%	448

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 22.9% 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

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

Glass Jacobson Investment Advisors's IGIB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q2 2026, buying an estimated $425 and bringing the position to 667 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #365.

Glass Jacobson Investment Advisors first reported a position in IGIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $62.7K in Q1 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Glass Jacobson Investment Advisors held 667 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $35.5K as of Q2 2026.
Glass Jacobson Investment Advisors bought 8 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $425.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #365 holding.
Glass Jacobson Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $62.7K in Q1 2025.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.