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

OneAscent Financial Services’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
Q1 		$242K Buy
4,550
+465
+11% +$25K 0.01% 523
2025
Q4 		$220K Buy
+4,085
New +$221K 0.02% 423
2025
Q2 		– Sell
-12,458
Closed -$654K – 552
2025
Q1 		$654K Buy
12,458
+506
+4% +$26.3K 0.04% 283
2024
Q4 		$616K Buy
+11,952
New +$626K 0.05% 223

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

OneAscent Financial Services's IGIB Position: Q1 2026 in Review

OneAscent Financial Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q1 2026, buying an estimated $25K and bringing the position to 4,550 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #523.

OneAscent Financial Services first reported a position in IGIB in Q4 2024 and has held it in 4 quarters since. The position peaked at $654K in Q1 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • OneAscent Financial Services held 4,550 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $242K as of Q1 2026.
  • OneAscent Financial Services bought 465 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $25K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of OneAscent Financial Services's portfolio in Q1 2026, its #523 holding.
  • OneAscent Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • OneAscent Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $654K in Q1 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.