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

Lantern 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
Q1 		$496K Buy
9,314
+395
+4% +$21.3K 0.25% 103
2025
Q4 		$481K Buy
8,919
+1,063
+14% +$57.5K 0.26% 99
2025
Q3 		$425K Buy
7,856
+718
+10% +$38.4K 0.23% 103
2025
Q2 		$380K Buy
+7,138
New +$372K 0.23% 99
2024
Q4 		$223K Buy
+4,332
New +$227K 0.14% 127

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Lantern Wealth Advisors's IGIB Position: Q1 2026 in Review

Lantern Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.4% in Q1 2026, buying an estimated $21.3K and bringing the position to 9,314 shares worth $496K. The position accounts for 0.25% of the portfolio, ranked #103.

Lantern Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Lantern Wealth Advisors held 9,314 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $496K as of Q1 2026.
  • Lantern Wealth Advisors bought 395 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $21.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.25% of Lantern Wealth Advisors's portfolio in Q1 2026, its #103 holding.
  • Lantern Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.