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Integrated Wealth Concepts’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Integrated Wealth Concepts’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 		$879K Buy
16,525
+4,511
+38% +$240K ﹤0.01% 1415
2026
Q1 		$639K Buy
12,014
+468
+4% +$25.2K 0.01% 1398
2025
Q4 		$622K Buy
11,546
+1,154
+11% +$62.4K 0.01% 989
2025
Q3 		$562K Sell
10,392
-442
-4% -$23.6K 0.01% 1280
2025
Q2 		$577K Sell
10,834
-1,712
-14% -$89.3K 0.01% 1191
2025
Q1 		$659K Sell
12,546
-114
-0.9% -$5.92K 0.01% 1025
2024
Q4 		$652K Buy
12,660
+3,199
+34% +$168K 0.01% 1007
2024
Q3 		$508K Sell
9,461
-347
-4% -$18.3K 0.01% 1076
2024
Q2 		$503K Sell
9,808
-150
-2% -$7.64K 0.01% 1046
2024
Q1 		$514K Sell
9,958
-8,586
-46% -$441K 0.01% 1045
2023
Q4 		$964K Buy
18,544
+3,126
+20% +$155K 0.02% 736
2023
Q3 		$750K Buy
15,418
+305
+2% +$15.2K 0.01% 810
2023
Q2 		$764K Buy
15,113
+254
+2% +$12.9K 0.01% 795
2023
Q1 		$762K Buy
14,859
+2,590
+21% +$131K 0.02% 717
2022
Q4 		$607K Sell
12,269
-611
-5% -$29.9K 0.02% 598
2022
Q3 		$622K Buy
12,880
+41
+0.3% +$2.1K 0.02% 533
2022
Q2 		$656K Sell
12,839
-12,841
-50% -$669K 0.02% 528
2022
Q1 		$1.41M Buy
25,680
+4,266
+20% +$242K 0.04% 319
2021
Q4 		$1.27M Buy
21,414
+114
+0.5% +$6.79K 0.04% 351
2021
Q3 		$1.28M Buy
21,300
+1,058
+5% +$64.3K 0.04% 335
2021
Q2 		$1.23M Buy
20,242
+8,852
+78% +$530K 0.04% 306
2021
Q1 		$675K Buy
11,390
+7,386
+184% +$447K 0.03% 398
2020
Q4 		$247K Sell
4,004
-1,361
-25% -$83.3K 0.01% 549
2020
Q3 		$326K Sell
5,365
-6,641
-55% -$405K 0.02% 437
2020
Q2 		$725K Sell
12,006
-10,278
-46% -$599K 0.05% 217
2020
Q1 		$1.22M Buy
22,284
+413
+2% +$23.9K 0.11% 123
2019
Q4 		$1.27M Buy
21,871
+9,243
+73% +$535K 0.11% 124
2019
Q3 		$731K Buy
12,628
+647
+5% +$37.2K 0.08% 157
2019
Q2 		$650K Buy
11,981
+923
+8% +$51.2K 0.09% 152
2019
Q1 		$610K Buy
11,058
+1,472
+15% +$79.1K 0.1% 142
2018
Q4 		$502K Buy
9,586
+863
+10% +$45.1K 0.14% 124
2018
Q3 		$461K Sell
8,723
-6,441
-42% -$343K 0.14% 126
2018
Q2 		$804K Buy
15,164
+362
+2% +$19.2K 0.27% 81
2018
Q1 		$792K Buy
14,802
+3,586
+32% +$193K 0.32% 71
2017
Q4 		$611K Buy
+11,216
New +$615K 0.26% 80

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

Integrated Wealth Concepts's IGIB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 38% in Q2 2026, buying an estimated $240K and bringing the position to 16,525 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Integrated Wealth Concepts first reported a position in IGIB in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.41M in Q1 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Integrated Wealth Concepts held 16,525 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $879K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,511 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1415 holding.
  • Integrated Wealth Concepts first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Integrated Wealth Concepts's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.41M in Q1 2022.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.