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Merit Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Merit Financial Group’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 		$263K Sell
4,939
-1,099
-18% -$58.4K ﹤0.01% 1903
2026
Q1 		$321K Sell
6,038
-44
-0.7% -$2.37K ﹤0.01% 1615
2025
Q4 		$328K Buy
6,082
+182
+3% +$9.84K ﹤0.01% 1508
2025
Q3 		$319K Sell
5,900
-328
-5% -$17.5K ﹤0.01% 1411
2025
Q2 		$332K Buy
6,228
+362
+6% +$18.9K ﹤0.01% 1283
2025
Q1 		$308K Buy
+5,866
New +$305K ﹤0.01% 1112
2024
Q1 		– Sell
-5,617
Closed -$292K – 895
2023
Q4 		$292K Buy
+5,617
New +$278K 0.01% 629

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

Merit Financial Group's IGIB Position: Q2 2026 in Review

Merit Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 18% in Q2 2026, selling an estimated $58.4K and leaving 4,939 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Merit Financial Group first reported a position in IGIB in Q4 2023 and has held it in 7 quarters since. The position peaked at $332K in Q2 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Merit Financial Group held 4,939 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $263K as of Q2 2026.
  • Merit Financial Group sold 1,099 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $58.4K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1903 holding.
  • Merit Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Merit Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $332K in Q2 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.