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Howe & Rusling’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Howe & Rusling’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 		$16K Buy
+301
New +$16K ﹤0.01% 427
2025
Q4 		– Sell
-238
Closed -$12.9K – 489
2025
Q3 		$12.9K Buy
+238
New +$12.7K ﹤0.01% 411
2024
Q2 		– Sell
-1,150
Closed -$59.3K – 376
2024
Q1 		$59.3K Buy
1,150
+787
+217% +$40.4K 0.01% 292
2023
Q4 		$18.9K Hold
363
– – ﹤0.01% 305
2023
Q3 		$17.7K Hold
363
– – ﹤0.01% 284
2023
Q2 		$18.4K Buy
+363
New +$18.4K ﹤0.01% 282
2023
Q1 		– Sell
-509
Closed -$25.2K – 320
2022
Q4 		$25.2K Buy
+509
New +$24.9K ﹤0.01% 260
2014
Q3 		– Sell
-200
Closed -$11K – 907
2014
Q2 		$11K Hold
200
– – ﹤0.01% 469
2014
Q1 		$11K Buy
+200
New +$10.9K ﹤0.01% 554

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

Howe & Rusling's IGIB Position: Q2 2026 in Review

Howe & Rusling opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 301 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IGIB as recently as Q3 2025.

Howe & Rusling first reported a position in IGIB in Q1 2014 and has held it in 9 quarters since. The position peaked at $59.3K in Q1 2024. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Howe & Rusling held 301 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $16K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Howe & Rusling position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #427 holding.
  • Howe & Rusling first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 9 quarters since.
  • Howe & Rusling's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $59.3K in Q1 2024.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.