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Larson Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Larson Financial Group’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 		$585 Hold
11
– – ﹤0.01% 3290
2025
Q4 		$593 Sell
11
-753
-99% -$40.7K ﹤0.01% 3088
2025
Q3 		$41.3K Buy
764
+753
+6,845% +$40.3K ﹤0.01% 1241
2025
Q2 		$586 Hold
11
– – ﹤0.01% 2817
2025
Q1 		$578 Hold
11
– – ﹤0.01% 2536
2024
Q4 		$567 Hold
11
– – ﹤0.01% 2170
2024
Q3 		$591 Sell
11
-3
-21% -$158 ﹤0.01% 2091
2024
Q2 		$718 Hold
14
– – ﹤0.01% 1772
2024
Q1 		$722 Sell
14
-633
-98% -$32.5K ﹤0.01% 1506
2023
Q4 		$33.6K Sell
647
-235
-27% -$11.6K ﹤0.01% 725
2023
Q3 		$42.9K Sell
882
-1,017
-54% -$50.6K ﹤0.01% 651
2023
Q2 		$96K Buy
1,899
+145
+8% +$7.37K 0.01% 434
2023
Q1 		$89.9K Sell
1,754
-113
-6% -$5.72K 0.01% 448
2022
Q4 		$92.4K Buy
1,867
+1,640
+722% +$80.4K 0.01% 414
2022
Q3 		$11K Hold
227
– – ﹤0.01% 769
2022
Q2 		$12K Sell
227
-195
-46% -$10.2K ﹤0.01% 665
2022
Q1 		$23K Hold
422
– – ﹤0.01% 501
2021
Q4 		$25K Buy
+422
New +$25.1K ﹤0.01% 499

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

Larson Financial Group's IGIB Position: Q1 2026 in Review

Larson Financial Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2026 at 11 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Larson Financial Group first reported a position in IGIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $96K in Q2 2023. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Larson Financial Group held 11 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $585 as of Q1 2026.
  • Larson Financial Group left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3290 holding.
  • Larson Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $96K in Q2 2023.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.