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Hennion & Walsh Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hennion & Walsh Asset 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 		$6.81M Buy
128,121
+5,102
+4% +$271K 0.19% 120
2026
Q1 		$6.55M Sell
123,019
-1,760
-1% -$94.7K 0.22% 100
2025
Q4 		$6.72M Buy
124,779
+5,332
+4% +$288K 0.23% 87
2025
Q3 		$6.46M Buy
119,447
+829
+0.7% +$44.3K 0.23% 84
2025
Q2 		$6.32M Buy
118,618
+8,072
+7% +$421K 0.26% 74
2025
Q1 		$5.81M Buy
110,546
+2,428
+2% +$126K 0.26% 78
2024
Q4 		$5.57M Buy
108,118
+9,432
+10% +$494K 0.25% 83
2024
Q3 		$5.3M Buy
98,686
+3,337
+3% +$176K 0.25% 89
2024
Q2 		$4.89M Buy
95,349
+6,236
+7% +$318K 0.25% 88
2024
Q1 		$4.6M Buy
89,113
+4,413
+5% +$227K 0.25% 93
2023
Q4 		$4.4M Buy
84,700
+2,315
+3% +$114K 0.25% 91
2023
Q3 		$4.01M Sell
82,385
-9,368
-10% -$466K 0.26% 93
2023
Q2 		$4.64M Buy
91,753
+7,051
+8% +$358K 0.28% 81
2023
Q1 		$4.34M Sell
84,702
-1,498
-2% -$75.9K 0.27% 90
2022
Q4 		$4.27M Buy
86,200
+2,260
+3% +$111K 0.26% 95
2022
Q3 		$4.05M Buy
83,940
+327
+0.4% +$16.7K 0.27% 93
2022
Q2 		$4.27M Buy
83,613
+3,268
+4% +$170K 0.26% 94
2022
Q1 		$4.41M Buy
80,345
+10,612
+15% +$602K 0.23% 115
2021
Q4 		$4.13M Buy
69,733
+11,571
+20% +$689K 0.2% 134
2021
Q3 		$3.49M Buy
58,162
+13,188
+29% +$801K 0.18% 159
2021
Q2 		$2.72M Buy
44,974
+7,657
+21% +$458K 0.15% 198
2021
Q1 		$2.21M Buy
+37,317
New +$2.26M 0.13% 214

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

Hennion & Walsh Asset Management's IGIB Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.1% in Q2 2026, buying an estimated $271K and bringing the position to 128,121 shares worth $6.81M. The position accounts for 0.19% of the portfolio, ranked #120.

Hennion & Walsh Asset Management first reported a position in IGIB in Q1 2021 and has held it in 22 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Hennion & Walsh Asset Management held 128,121 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.81M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 5,102 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $271K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.19% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #120 holding.
  • Hennion & Walsh Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.