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Institute for Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Institute for Wealth 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 		$7.66K Buy
+144
New +$7.65K ﹤0.01% 1377
2020
Q1 		– Sell
-25
Closed -$1K – 514
2019
Q4 		$1K Buy
+25
New +$1.45K ﹤0.01% 676

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 22.9% 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

Institute for Wealth Management's IGIB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 144 shares worth $7.66K. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IGIB as recently as Q4 2019.

Institute for Wealth Management first reported a position in IGIB in Q4 2019 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Institute for Wealth Management held 144 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.66K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1377 holding.
  • Institute for Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.