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

Modern Wealth Management’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 		$13.5M Buy
254,655
+6,665
+3% +$354K 0.16% 150
2026
Q1 		$13.2M Buy
247,990
+6,140
+3% +$330K 0.23% 113
2025
Q4 		$13M Buy
241,850
+1,803
+0.8% +$97.5K 0.24% 106
2025
Q3 		$13M Buy
240,047
+61,884
+35% +$3.31M 0.26% 102
2025
Q2 		$9.49M Buy
+178,163
New +$9.3M 0.23% 102

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

Modern Wealth Management's IGIB Position: Q2 2026 in Review

Modern Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.7% in Q2 2026, buying an estimated $354K and bringing the position to 254,655 shares worth $13.5M. The position accounts for 0.16% of the portfolio, ranked #150.

Modern Wealth Management first reported a position in IGIB in Q2 2025 and has held it in 5 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Modern Wealth Management held 254,655 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.5M as of Q2 2026.
  • Modern Wealth Management bought 6,665 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $354K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.16% of Modern Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Modern Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.