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

Morton Brown Family 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	$132K	Hold	2,486	–	–	0.03%	87
2026 Q1	$132K	Hold	2,486	–	–	0.04%	82
2025 Q4	$134K	Hold	2,486	–	–	0.04%	80
2025 Q3	$134K	Hold	2,486	–	–	0.04%	74
2025 Q2	$132K	Hold	2,486	–	–	0.04%	75
2025 Q1	$131K	Hold	2,486	–	–	0.04%	70
2024 Q4	$128K	Hold	2,486	–	–	0.04%	73
2024 Q3	$134K	Hold	2,486	–	–	0.05%	65
2024 Q2	$129K	Buy	+2,486	New	+$127K	0.05%	63
2024 Q1	–	Sell	-308	Closed	-$16K	–	261
2023 Q4	$16K	Sell	308 -367	-54%	-$18.1K	0.01%	158
2023 Q3	$32.8K	Sell	675 -155	-19%	-$7.72K	0.02%	93
2023 Q2	$42K	Buy	830 +96	+13%	+$4.88K	0.02%	83
2023 Q1	$37.6K	Buy	734 +257	+54%	+$13K	0.02%	83
2022 Q4	$23.6K	Buy	+477	New	+$23.4K	0.02%	92

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morton Brown Family Wealth's IGIB Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 2,486 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #87.

Morton Brown Family Wealth first reported a position in IGIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $134K in Q3 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Morton Brown Family Wealth held 2,486 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $132K as of Q2 2026.
Morton Brown Family Wealth left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #87 holding.
Morton Brown Family Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Morton Brown Family Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $134K in Q3 2025.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.