Onyx Bridge Wealth Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Onyx Bridge Wealth Group’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	$12.1M	Buy	228,395 +180,656	+378%	+$9.6M	1.09%	18
2026 Q1	$2.54M	Sell	47,739 -84,220	-64%	-$4.53M	0.27%	82
2025 Q4	$7.11M	Buy	131,959 +107,848	+447%	+$5.83M	0.76%	35
2025 Q3	$1.3M	Buy	+24,111	New	+$1.29M	0.14%	119
2021 Q2	–	Sell	-3,800	Closed	-$225K	–	140
2021 Q1	$225K	Sell	3,800 -6,154	-62%	-$372K	0.11%	86
2020 Q4	$615K	Buy	+9,954	New	+$609K	0.4%	32

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

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

Onyx Bridge Wealth Group's IGIB Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 378% in Q2 2026, buying an estimated $9.6M and bringing the position to 228,395 shares worth $12.1M. The position accounts for 1.09% of the portfolio, ranked #18.

Onyx Bridge Wealth Group first reported a position in IGIB in Q4 2020 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Onyx Bridge Wealth Group held 228,395 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.1M as of Q2 2026.
Onyx Bridge Wealth Group bought 180,656 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.6M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.09% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #18 holding.
Onyx Bridge Wealth Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 6 quarters since.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.