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Global Wealth Strategies & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-104
Closed -$5.54K – 242
2026
Q1 		$5.54K Buy
+104
New +$5.6K ﹤0.01% 357

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

Global Wealth Strategies & Associates's IGIB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 104 shares — an estimated $5.54K sold.

Global Wealth Strategies & Associates first reported a position in IGIB in Q1 2026 and held it in 1 quarter. The position peaked at $5.54K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 104 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.54K.
  • Global Wealth Strategies & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.54K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.