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

Kingswood 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	$3.06M	Sell	57,516 -1,381	-2%	-$73.4K	0.12%	185
2026 Q1	$3.13M	Buy	58,897 +9,459	+19%	+$509K	0.15%	158
2025 Q4	$2.66M	Buy	49,438 +2,820	+6%	+$152K	0.13%	162
2025 Q3	$2.52M	Sell	46,618 -1,971	-4%	-$105K	0.15%	147
2025 Q2	$2.59M	Buy	48,589 +9,385	+24%	+$490K	0.2%	110
2025 Q1	$2.06M	Buy	39,204 +9,315	+31%	+$484K	0.19%	129
2024 Q4	$1.54M	Buy	29,889 +20,986	+236%	+$1.1M	0.12%	185
2024 Q3	$478K	Sell	8,903 -3,276	-27%	-$173K	0.03%	459
2024 Q2	$624K	Buy	+12,179	New	+$620K	0.06%	326

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

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

Kingswood Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q2 2026, selling an estimated $73.4K and leaving 57,516 shares worth $3.06M. The position accounts for 0.12% of the portfolio, ranked #185.

Kingswood Wealth Advisors first reported a position in IGIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.13M in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Kingswood Wealth Advisors held 57,516 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.06M as of Q2 2026.
Kingswood Wealth Advisors sold 1,381 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $73.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Kingswood Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.13M in Q1 2026.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.