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

Kingdom Financial Group’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 		$10.7K Sell
201
-286
-59% -$15.2K ﹤0.01% 458
2026
Q1 		$25.9K Buy
487
+4
+0.8% +$215 0.01% 352
2025
Q4 		$26K Buy
+483
New +$26.1K 0.01% 325

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

Kingdom Financial Group's IGIB Position: Q2 2026 in Review

Kingdom Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 59% in Q2 2026, selling an estimated $15.2K and leaving 201 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Kingdom Financial Group first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $26K in Q4 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Kingdom Financial Group held 201 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10.7K as of Q2 2026.
  • Kingdom Financial Group sold 286 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $15.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #458 holding.
  • Kingdom Financial Group 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.
  • Kingdom Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $26K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.