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

Merited Wealth’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 		$498K Sell
9,365
-2,489
-21% -$132K 0.35% 48
2026
Q1 		$631K Buy
11,854
+1,023
+9% +$55.1K 0.52% 47
2025
Q4 		$584K Buy
+10,831
New +$585K 0.54% 48

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

Merited Wealth's IGIB Position: Q2 2026 in Review

Merited Wealth reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 21% in Q2 2026, selling an estimated $132K and leaving 9,365 shares worth $498K. The position accounts for 0.35% of the portfolio, ranked #48.

Merited Wealth first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Merited Wealth held 9,365 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $498K as of Q2 2026.
  • Merited Wealth sold 2,489 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.35% of Merited Wealth's portfolio in Q2 2026, its #48 holding.
  • Merited Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Merited Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $631K 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 Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.