Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Legacy Financial Group (Iowa)’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 		$17.7M Buy
332,517
+11,456
+4% +$609K 1.99% 17
2026
Q1 		$17.1M Buy
321,061
+2,432
+0.8% +$131K 2.15% 18
2025
Q4 		$17.1M Sell
318,629
-31,713
-9% -$1.71M 2.12% 18
2025
Q3 		$19M Buy
350,342
+7,639
+2% +$409K 2.48% 11
2025
Q2 		$18.3M Buy
342,703
+2,337
+0.7% +$122K 2.55% 13
2025
Q1 		$17.9M Buy
340,366
+3,794
+1% +$197K 2.75% 9
2024
Q4 		$17.3M Buy
336,572
+14,965
+5% +$784K 2.81% 10
2024
Q3 		$17.3M Buy
321,607
+4,896
+2% +$258K 3.32% 7
2024
Q2 		$16.2M Buy
316,711
+3,382
+1% +$172K 3.19% 7
2024
Q1 		$16.2M Buy
313,329
+291,277
+1,321% +$15M 3.27% 8
2023
Q4 		$1.15M Sell
22,052
-297,082
-93% -$14.7M 5.2% 5
2023
Q3 		$15.5M Buy
319,134
+2,675
+0.8% +$133K 3.65% 7
2023
Q2 		$16M Sell
316,459
-49,989
-14% -$2.54M 4.12% 7
2023
Q1 		$18.8M Sell
366,448
-29,578
-7% -$1.5M 5.14% 4
2022
Q4 		$19.6M Sell
396,026
-21,069
-5% -$1.03M 5.87% 4
2022
Q3 		$20.1M Sell
417,095
-32,168
-7% -$1.64M 6.72% 4
2022
Q2 		$22.9M Buy
449,263
+2,442
+0.5% +$127K 7.24% 4
2022
Q1 		$24.5M Buy
446,821
+231,710
+108% +$13.1M 7.19% 4
2021
Q4 		$12.6M Sell
215,111
-213,477
-50% -$12.7M 5.42% 5
2021
Q3 		$25.7M Buy
428,588
+29,745
+7% +$1.81M 7.7% 4
2021
Q2 		$24.1M Sell
398,843
-38,129
-9% -$2.28M 7.29% 4
2021
Q1 		$25.9M Buy
436,972
+38,098
+10% +$2.3M 8.99% 4
2020
Q4 		$24.6M Buy
+398,874
New +$24.4M 9.48% 2

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Northern Trust
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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

Legacy Financial Group (Iowa)'s IGIB Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.6% in Q2 2026, buying an estimated $609K and bringing the position to 332,517 shares worth $17.7M. The position accounts for 1.99% of the portfolio, ranked #17.

Legacy Financial Group (Iowa) first reported a position in IGIB in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.9M in Q1 2021. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Legacy Financial Group (Iowa) held 332,517 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $17.7M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 11,456 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $609K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.99% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #17 holding.
  • Legacy Financial Group (Iowa) 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.
  • Legacy Financial Group (Iowa)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25.9M in Q1 2021.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.