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

Glassman Wealth Services’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 		$101K Buy
+1,900
New +$101K 0.01% 111
2025
Q3 		– Sell
-39
Closed -$2.08K – 188
2025
Q2 		$2.08K Buy
+39
New +$2.04K ﹤0.01% 165

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

Glassman Wealth Services's IGIB Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 1,900 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #111 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in IGIB as recently as Q2 2025.

Glassman Wealth Services first reported a position in IGIB in Q2 2025 and has held it in 2 quarters since. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Glassman Wealth Services held 1,900 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $101K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Glassman Wealth Services position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #111 holding.
  • Glassman Wealth Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.