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 Q2	$537K	Buy	10,094 +780	+8%	+$41.5K	0.25%	96
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 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

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

Lantern Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.4% in Q2 2026, buying an estimated $41.5K and bringing the position to 10,094 shares worth $537K. The position accounts for 0.25% of the portfolio, ranked #96.

Lantern Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Lantern Wealth Advisors held 10,094 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $537K as of Q2 2026.
Lantern Wealth Advisors bought 780 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $41.5K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.25% of Lantern Wealth Advisors's portfolio in Q2 2026, its #96 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 6 quarters since.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.