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

Kelly Financial 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 		$328K Sell
6,163
-218
-3% -$11.6K 0.07% 98
2026
Q1 		$340K Sell
6,381
-220
-3% -$11.8K 0.08% 88
2025
Q4 		$356K Buy
+6,601
New +$357K 0.09% 80
2024
Q3 		– Sell
-259
Closed -$13.3K – 398
2024
Q2 		$13.3K Buy
+259
New +$13.2K ﹤0.01% 384
2022
Q3 		– Sell
-1,376
Closed -$70.3K – 708
2022
Q2 		$70.3K Buy
+1,376
New +$71.7K 0.04% 134

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

Kelly Financial Services's IGIB Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.4% in Q2 2026, selling an estimated $11.6K and leaving 6,163 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #98.

Kelly Financial Services first reported a position in IGIB in Q2 2022 and has held it in 5 quarters since. The position peaked at $356K in Q4 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Kelly Financial Services held 6,163 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $328K as of Q2 2026.
  • Kelly Financial Services sold 218 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $11.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Kelly Financial Services's portfolio in Q2 2026, its #98 holding.
  • Kelly Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 5 quarters since.
  • Kelly Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $356K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.