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Independent Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Independent Financial Group’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 		$4.45M Sell
83,675
-2,756
-3% -$146K 0.08% 235
2026
Q1 		$4.6M Buy
86,431
+1,804
+2% +$97.1K 0.1% 196
2025
Q4 		$4.56M Sell
84,627
-281
-0.3% -$15.2K 0.1% 188
2025
Q3 		$4.59M Buy
84,908
+2,542
+3% +$136K 0.11% 171
2025
Q2 		$4.39M Buy
82,366
+13,709
+20% +$715K 0.12% 163
2025
Q1 		$3.61M Buy
68,657
+1,847
+3% +$95.9K 0.12% 167
2024
Q4 		$3.44M Sell
66,810
-7,288
-10% -$382K 0.11% 175
2024
Q3 		$3.98M Buy
74,098
+21,764
+42% +$1.15M 0.15% 130
2024
Q2 		$2.68M Buy
52,334
+25,259
+93% +$1.29M 0.11% 178
2024
Q1 		$1.4M Buy
27,075
+3,336
+14% +$171K 0.06% 301
2023
Q4 		$1.23M Buy
+23,739
New +$1.17M 0.07% 308
2021
Q1 		– Sell
-7,143
Closed -$441K – 654
2020
Q4 		$441K Buy
7,143
+1,020
+17% +$62.4K 0.07% 333
2020
Q3 		$372K Buy
+6,123
New +$373K 0.07% 309

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

Independent Financial Group's IGIB Position: Q2 2026 in Review

Independent Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.2% in Q2 2026, selling an estimated $146K and leaving 83,675 shares worth $4.45M. The position accounts for 0.08% of the portfolio, ranked #235.

Independent Financial Group first reported a position in IGIB in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.6M in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Independent Financial Group held 83,675 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.45M as of Q2 2026.
  • Independent Financial Group sold 2,756 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #235 holding.
  • Independent Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 13 quarters since.
  • Independent Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.6M 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.