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

Invera Wealth Advisors’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	$7.45M	Buy	140,153 +9,108	+7%	+$484K	4%	1
2026 Q1	$6.97M	Buy	131,045 +1,149	+0.9%	+$61.8K	4.48%	1
2025 Q4	$7M	Buy	129,896 +4,971	+4%	+$269K	4.42%	1
2025 Q3	$6.76M	Buy	124,925 +25	+0%	+$1.34K	4.16%	2
2025 Q2	$6.66M	Buy	124,900 +18,437	+17%	+$962K	4.34%	2
2025 Q1	$5.59M	Buy	+106,463	New	+$5.53M	3.61%	3
2024 Q1	–	Sell	-84,826	Closed	-$4.41M	–	77
2023 Q4	$4.41M	Buy	+84,826	New	+$4.19M	2.76%	6

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

Invera Wealth Advisors's IGIB Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7% in Q2 2026, buying an estimated $484K and bringing the position to 140,153 shares worth $7.45M. The position accounts for 4% of the portfolio, ranked #1.

Invera Wealth Advisors first reported a position in IGIB in Q4 2023 and has held it in 7 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Invera Wealth Advisors held 140,153 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.45M as of Q2 2026.
Invera Wealth Advisors bought 9,108 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $484K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 4% of Invera Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Invera Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.