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 Q2	$240K	Sell	4,507 -43	-0.9%	-$2.29K	0.01%	541
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 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

OneAscent Financial Services's IGIB Position: Q2 2026 in Review

OneAscent Financial Services reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.95% in Q2 2026, selling an estimated $2.29K and leaving 4,507 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #541.

OneAscent Financial Services first reported a position in IGIB in Q4 2024 and has held it in 5 quarters since. The position peaked at $654K in Q1 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

OneAscent Financial Services held 4,507 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $240K as of Q2 2026.
OneAscent Financial Services sold 43 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.29K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #541 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 5 quarters since.
OneAscent Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $654K in Q1 2025.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.