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Keating Financial Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Keating Financial Advisory Services’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 		$1K Hold
19
– – ﹤0.01% 2167
2026
Q1 		$988 Buy
19
+1
+6% +$54 ﹤0.01% 2096
2025
Q4 		$993 Buy
+18
New +$973 ﹤0.01% 1803

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

Keating Financial Advisory Services's IGIB Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Keating Financial Advisory Services first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Keating Financial Advisory Services held 19 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1K as of Q2 2026.
  • Keating Financial Advisory Services left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2167 holding.
  • Keating Financial Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.