Integrated Wealth Concepts’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $744K | Buy |
13,990
+1,976
| +16% | +$105K | ﹤0.01% | 1410 |
|
|
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% | -$30K | 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 | $1.22M | 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
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 16% in Q2 2026, buying an estimated $105K and bringing the position to 13,990 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.
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. 716 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.
- Integrated Wealth Concepts held 13,990 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $744K as of Q2 2026.
- Integrated Wealth Concepts bought 1,976 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $105K.
- iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1410 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.
- 716 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.