Pathstone Holdings
IGIB icon

Pathstone Holdings’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Pathstone Holdings’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 		$241K Buy
4,533
+31
+0.7% +$1.65K ﹤0.01% 2159
2026
Q1 		$240K Hold
4,502
– – ﹤0.01% 2044
2025
Q4 		$243K Hold
4,502
– – ﹤0.01% 2043
2025
Q3 		$244K Hold
4,502
– – ﹤0.01% 2116
2025
Q2 		$240K Buy
+4,502
New +$235K ﹤0.01% 2003

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 22.96% 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

Pathstone Holdings's IGIB Position: Q2 2026 in Review

Pathstone Holdings increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.69% in Q2 2026, buying an estimated $1.65K and bringing the position to 4,533 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Pathstone Holdings first reported a position in IGIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Pathstone Holdings held 4,533 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $241K as of Q2 2026.
  • Pathstone Holdings bought 31 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.65K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2159 holding.
  • Pathstone Holdings first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Pathstone Holdings's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $244K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.