Lido Advisors
IGIB icon

Lido Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lido 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
Q1 		$15.3M Sell
287,338
-65,559
-19% -$3.53M 0.05% 243
2025
Q4 		$19.1M Buy
352,897
+96
+0% +$5.19K 0.06% 212
2025
Q3 		$19.1M Buy
352,801
+142,671
+68% +$7.63M 0.06% 201
2025
Q2 		$11.2M Buy
210,130
+162,033
+337% +$8.46M 0.04% 242
2025
Q1 		$2.53M Sell
48,097
-15,266
-24% -$793K 0.01% 489
2024
Q4 		$3.26M Buy
63,363
+12,066
+24% +$632K 0.01% 414
2024
Q3 		$2.76M Sell
51,297
-36,098
-41% -$1.9M 0.01% 402
2024
Q2 		$4.48M Buy
87,395
+48,216
+123% +$2.45M 0.02% 303
2024
Q1 		$2.02M Buy
39,179
+30,005
+327% +$1.54M 0.01% 429
2023
Q4 		$477K Buy
9,174
+1,007
+12% +$49.8K ﹤0.01% 877
2023
Q3 		$397K Sell
8,167
-1,463
-15% -$72.8K ﹤0.01% 820
2023
Q2 		$487K Buy
+9,630
New +$489K ﹤0.01% 752
2022
Q2 		– Sell
-7,751
Closed -$425K – 999
2022
Q1 		$425K Buy
+7,751
New +$439K ﹤0.01% 647
2020
Q4 		– Sell
-4,738
Closed -$288K – 829
2020
Q3 		$288K Buy
+4,738
New +$289K 0.01% 505

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

Lido Advisors's IGIB Position: Q1 2026 in Review

Lido Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 19% in Q1 2026, selling an estimated $3.53M and leaving 287,338 shares worth $15.3M. The position accounts for 0.05% of the portfolio, ranked #243.

Lido Advisors first reported a position in IGIB in Q3 2020 and has held it in 14 quarters since. The position peaked at $19.1M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Lido Advisors held 287,338 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $15.3M as of Q1 2026.
  • Lido Advisors sold 65,559 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.53M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #243 holding.
  • Lido Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • Lido Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $19.1M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.