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

Leo Wealth LLC’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	$411K	Buy	+7,726	New	+$416K	0.03%	296

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Leo Wealth LLC's IGIB Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026: 7,726 shares worth $411K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings.

708 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Leo Wealth LLC held 7,726 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $411K as of Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Leo Wealth LLC position in Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #296 holding.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.