KFAA
IGIB icon

Klaas Financial Asset Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Klaas Financial Asset 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 		$26.4M Sell
497,068
-42,457
-8% -$2.26M 3.29% 9
2026
Q1 		$28.7M Sell
539,525
-1,140,720
-68% -$61.4M 3.96% 8
2025
Q4 		$90.5M Buy
1,680,245
+67,993
+4% +$3.68M 13.13% 2
2025
Q3 		$87.2M Buy
1,612,252
+55,046
+4% +$2.94M 13.09% 2
2025
Q2 		$83M Buy
1,557,206
+22,710
+1% +$1.19M 13.13% 2
2025
Q1 		$80.6M Buy
1,534,496
+21,240
+1% +$1.1M 13.89% 2
2024
Q4 		$77.9M Buy
1,513,256
+9,126
+0.6% +$478K 13.73% 2
2024
Q3 		$80.8M Buy
1,504,130
+3,467
+0.2% +$183K 14.01% 2
2024
Q2 		$76.9M Buy
1,500,663
+99,956
+7% +$5.09M 14.1% 2
2024
Q1 		$72.3M Buy
1,400,707
+23,928
+2% +$1.23M 14.42% 2
2023
Q4 		$71.6M Buy
1,376,779
+17,416
+1% +$861K 14.94% 2
2023
Q3 		$66.1M Buy
1,359,363
+27,727
+2% +$1.38M 14.98% 2
2023
Q2 		$67.3M Buy
1,331,636
+4,592
+0.3% +$233K 15% 2
2023
Q1 		$68.1M Buy
1,327,044
+26,497
+2% +$1.34M 15.74% 2
2022
Q4 		$64.4M Sell
1,300,547
-20,019
-2% -$981K 15.99% 2
2022
Q3 		$63.8M Buy
1,320,566
+32,017
+2% +$1.64M 16.2% 2
2022
Q2 		$65.8M Buy
1,288,549
+53,460
+4% +$2.79M 16.31% 2
2022
Q1 		$67.8M Buy
1,235,089
+43,785
+4% +$2.48M 15.59% 2
2021
Q4 		$70.6M Buy
1,191,304
+50,202
+4% +$2.99M 15.95% 2
2021
Q3 		$68.5M Buy
1,141,102
+40,443
+4% +$2.46M 16.72% 2
2021
Q2 		$66.6M Buy
1,100,659
+79,472
+8% +$4.76M 16.75% 2
2021
Q1 		$60.5M Sell
1,021,187
-26,378
-3% -$1.6M 16.86% 2
2020
Q4 		$64.7M Buy
+1,047,565
New +$64.1M 18.7% 1

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

Klaas Financial Asset Advisors's IGIB Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.9% in Q2 2026, selling an estimated $2.26M and leaving 497,068 shares worth $26.4M. The position accounts for 3.29% of the portfolio, ranked #9.

Klaas Financial Asset Advisors first reported a position in IGIB in Q4 2020 and has held it in 23 quarters since. The position peaked at $90.5M in Q4 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Klaas Financial Asset Advisors held 497,068 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $26.4M as of Q2 2026.
  • Klaas Financial Asset Advisors sold 42,457 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.26M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.29% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #9 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Klaas Financial Asset Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $90.5M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.