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

Herold 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 		$5.83M Buy
109,570
+12,752
+13% +$678K 1.15% 18
2026
Q1 		$5.15M Buy
96,818
+14,524
+18% +$782K 1.13% 19
2025
Q4 		$4.43M Buy
82,294
+33,967
+70% +$1.84M 0.99% 21
2025
Q3 		$2.61M Sell
48,327
-999
-2% -$53.4K 0.61% 49
2025
Q2 		$2.63M Buy
49,326
+6,964
+16% +$363K 0.55% 50
2025
Q1 		$2.22M Buy
42,362
+22,276
+111% +$1.16M 0.49% 60
2024
Q4 		$1.03M Buy
20,086
+3,873
+24% +$203K 0.23% 116
2024
Q3 		$871K Buy
16,213
+2,404
+17% +$127K 0.19% 143
2024
Q2 		$708K Buy
13,809
+1,249
+10% +$63.6K 0.16% 149
2024
Q1 		$648K Sell
12,560
-1,842
-13% -$94.7K 0.16% 152
2023
Q4 		$749K Buy
14,402
+2,692
+23% +$133K 0.21% 128
2023
Q3 		$570K Buy
11,710
+2,669
+30% +$133K 0.17% 142
2023
Q2 		$457K Buy
9,041
+4,821
+114% +$245K 0.14% 162
2023
Q1 		$216K Buy
+4,220
New +$214K 0.07% 213
2022
Q4 		– Sell
-4,678
Closed -$225K – 209
2022
Q3 		$225K Hold
4,678
– – 0.11% 167
2022
Q2 		$238K Sell
4,678
-1,045
-18% -$54.5K 0.11% 177
2022
Q1 		$314K Buy
5,723
+25
+0.4% +$1.42K 0.11% 155
2021
Q4 		$337K Sell
5,698
-375
-6% -$22.3K 0.13% 155
2021
Q3 		$364K Buy
+6,073
New +$369K 0.14% 148

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

Herold Advisors's IGIB Position: Q2 2026 in Review

Herold Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $678K and bringing the position to 109,570 shares worth $5.83M. The position accounts for 1.15% of the portfolio, ranked #18.

Herold Advisors first reported a position in IGIB in Q3 2021 and has held it in 19 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Herold Advisors held 109,570 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.83M as of Q2 2026.
  • Herold Advisors bought 12,752 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $678K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.15% of Herold Advisors's portfolio in Q2 2026, its #18 holding.
  • Herold Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.