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Legacy Wealth Management (Idaho)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-972
Closed -$51.7K – 542
2026
Q1 		$51.7K Buy
972
+714
+277% +$38.4K 0.03% 258
2025
Q4 		$13.9K Buy
258
+67
+35% +$3.62K 0.01% 375
2025
Q3 		$10.3K Hold
191
– – ﹤0.01% 340
2025
Q2 		$10.2K Hold
191
– – 0.01% 316
2025
Q1 		$10K Sell
191
-15
-7% -$779 0.01% 328
2024
Q4 		$10.7K Buy
+206
New +$10.8K 0.01% 280

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

Legacy Wealth Management (Idaho)'s IGIB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 972 shares — an estimated $51.7K sold.

Legacy Wealth Management (Idaho) first reported a position in IGIB in Q4 2024 and held it in 6 quarters. The position peaked at $51.7K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 972 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51.7K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $51.7K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.