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Montag & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Montag & Associates’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 		$13.6K Sell
255
-260
-50% -$13.8K ﹤0.01% 728
2026
Q1 		$27.4K Hold
515
– – ﹤0.01% 652
2025
Q4 		$27.7K Hold
515
– – ﹤0.01% 668
2025
Q3 		$27.9K Hold
515
– – ﹤0.01% 663
2025
Q2 		$27.4K Hold
515
– – ﹤0.01% 653
2025
Q1 		$27K Sell
515
-38
-7% -$1.97K ﹤0.01% 691
2024
Q4 		$28.5K Buy
553
+293
+113% +$15.3K ﹤0.01% 681
2024
Q3 		$14K Buy
+260
New +$13.7K ﹤0.01% 768

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 22.9% 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

Montag & Associates's IGIB Position: Q2 2026 in Review

Montag & Associates reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 50% in Q2 2026, selling an estimated $13.8K and leaving 255 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Montag & Associates first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.5K in Q4 2024. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Montag & Associates held 255 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.6K as of Q2 2026.
  • Montag & Associates sold 260 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.8K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #728 holding.
  • Montag & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Montag & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $28.5K in Q4 2024.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.