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

Kingsview Wealth Management’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 		$4.99M Buy
93,852
+5,454
+6% +$290K 0.06% 298
2026
Q1 		$4.7M Buy
88,398
+8,422
+11% +$453K 0.06% 308
2025
Q4 		$4.31M Buy
79,976
+1,373
+2% +$74.2K 0.06% 309
2025
Q3 		$4.25M Buy
78,603
+8,027
+11% +$429K 0.06% 304
2025
Q2 		$3.76M Sell
70,576
-449
-0.6% -$23.4K 0.06% 298
2025
Q1 		$3.73M Buy
71,025
+2,285
+3% +$119K 0.07% 259
2024
Q4 		$3.54M Buy
68,740
+22,275
+48% +$1.17M 0.07% 266
2024
Q3 		$2.5M Buy
46,465
+3,850
+9% +$203K 0.05% 321
2024
Q2 		$2.18M Buy
42,615
+10,449
+32% +$532K 0.05% 328
2024
Q1 		$1.66M Sell
32,166
-8,942
-22% -$460K 0.04% 376
2023
Q4 		$2.14M Buy
41,108
+5,109
+14% +$253K 0.06% 263
2023
Q3 		$1.75M Buy
35,999
+12,649
+54% +$630K 0.06% 307
2023
Q2 		$1.18M Buy
23,350
+6,187
+36% +$314K 0.05% 357
2023
Q1 		$880K Buy
17,163
+675
+4% +$34.2K 0.04% 437
2022
Q4 		$816K Buy
16,488
+2,467
+18% +$121K 0.04% 385
2022
Q3 		$677K Buy
14,021
+980
+8% +$50.1K 0.03% 429
2022
Q2 		$666K Sell
13,041
-1,742
-12% -$90.8K 0.03% 473
2022
Q1 		$811K Buy
14,783
+156
+1% +$8.85K 0.04% 451
2021
Q4 		$867K Buy
14,627
+2,261
+18% +$135K 0.04% 444
2021
Q3 		$743K Buy
12,366
+135
+1% +$8.2K 0.04% 456
2021
Q2 		$738K Buy
12,231
+1,968
+19% +$118K 0.04% 455
2021
Q1 		$608K Buy
10,263
+2,705
+36% +$164K 0.03% 464
2020
Q4 		$467K Buy
7,558
+305
+4% +$18.7K 0.03% 456
2020
Q3 		$441K Buy
7,253
+860
+13% +$52.5K 0.04% 391
2020
Q2 		$386K Buy
6,393
+661
+12% +$38.5K 0.04% 389
2020
Q1 		$315K Buy
5,732
+1,917
+50% +$111K 0.04% 347
2019
Q4 		$221K Buy
+3,815
New +$221K 0.03% 427

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

Kingsview Wealth Management's IGIB Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.2% in Q2 2026, buying an estimated $290K and bringing the position to 93,852 shares worth $4.99M. The position accounts for 0.06% of the portfolio, ranked #298.

Kingsview Wealth Management first reported a position in IGIB in Q4 2019 and has held it in 27 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Kingsview Wealth Management held 93,852 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.99M as of Q2 2026.
  • Kingsview Wealth Management bought 5,454 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $290K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Kingsview Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.