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

IFG Advisory’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	$72.5K	Buy	+1,363	New	+$72.4K	﹤0.01%	1201
2018 Q4	–	Sell	-3,892	Closed	-$209K	–	345
2018 Q3	$209K	Sell	3,892 -1,498	-28%	-$79.7K	0.04%	354
2018 Q2	$286K	Sell	5,390 -74	-1%	-$3.93K	0.06%	280
2018 Q1	$293K	Sell	5,464 -368	-6%	-$19.8K	0.07%	271
2017 Q4	$318K	Buy	+5,832	New	+$320K	0.07%	254

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFG Advisory's IGIB Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 1,363 shares worth $72.5K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IGIB as recently as Q3 2018.

IFG Advisory first reported a position in IGIB in Q4 2017 and has held it in 5 quarters since. The position peaked at $318K in Q4 2017. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

IFG Advisory held 1,363 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $72.5K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new IFG Advisory position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1201 holding.
IFG Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 5 quarters since.
IFG Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $318K in Q4 2017.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.