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Lugano Financial Advisors SA (LFA)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$5.19M Buy
98,343
+7,045
+8% +$379K 2.64% 6
2025
Q4 		$4.92M Buy
91,298
+2,313
+3% +$125K 2.54% 7
2025
Q3 		$4.79M Buy
88,985
+790
+0.9% +$42.3K 2.53% 7
2025
Q2 		$4.66M Sell
88,195
-623
-0.7% -$32.5K 2.76% 5
2025
Q1 		$4.66M Buy
88,818
+6,053
+7% +$314K 3.17% 6
2024
Q4 		$4.26M Buy
82,765
+734
+0.9% +$38.4K 2.79% 8
2024
Q3 		$4.41M Buy
82,031
+5,548
+7% +$293K 3% 7
2024
Q2 		$3.92M Sell
76,483
-3,930
-5% -$200K 2.99% 9
2024
Q1 		$4.15M Buy
80,413
+41
+0.1% +$2.11K 3.02% 6
2023
Q4 		$4.18M Buy
+80,372
New +$3.97M 3.28% 7
2021
Q4 		– Sell
-713
Closed -$43K – 121
2021
Q3 		$43K Hold
713
– – 0.03% 86
2021
Q2 		$43K Hold
713
– – 0.03% 86
2021
Q1 		$42K Hold
713
– – 0.03% 83
2020
Q4 		$44K Sell
713
-740
-51% -$45.3K 0.03% 90
2020
Q3 		$89K Hold
1,453
– – 0.08% 82
2020
Q2 		$87K Hold
1,453
– – 0.09% 82
2020
Q1 		$86K Sell
1,453
-5,500
-79% -$318K 0.08% 94
2019
Q4 		$403K Buy
+6,953
New +$403K 0.29% 44
2019
Q2 		$360K Sell
6,322
-1,117
-15% -$62K 0.22% 42
2019
Q1 		$410K Sell
7,439
-14,987
-67% -$806K 0.25% 41
2018
Q4 		$1.19M Hold
22,426
– – 0.83% 24
2018
Q3 		$1.19M Sell
22,426
-68,650
-75% -$3.65M 0.83% 24
2018
Q2 		$4.8M Buy
+91,076
New +$4.84M 4.61% 4

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

Lugano Financial Advisors SA (LFA)'s IGIB Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.7% in Q1 2026, buying an estimated $379K and bringing the position to 98,343 shares worth $5.19M. The position accounts for 2.64% of the portfolio, ranked #6.

Lugano Financial Advisors SA (LFA) first reported a position in IGIB in Q2 2018 and has held it in 23 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 98,343 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.19M as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) bought 7,045 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $379K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.64% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #6 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 23 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.