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

PlanWiser Financial’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 		$5.65M Buy
106,302
+6,156
+6% +$327K 3.93% 6
2026
Q1 		$5.37M Buy
100,146
+77,766
+347% +$4.19M 3.89% 9
2025
Q4 		$1.21M Sell
22,380
-70,802
-76% -$3.83M 0.9% 30
2025
Q3 		$5.01M Buy
93,182
+32,270
+53% +$1.73M 3.98% 7
2025
Q2 		$3.23M Buy
60,912
+39,667
+187% +$2.07M 2.76% 9
2025
Q1 		$1.11M Buy
+21,245
New +$1.1M 1% 26

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

PlanWiser Financial's IGIB Position: Q2 2026 in Review

PlanWiser Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.1% in Q2 2026, buying an estimated $327K and bringing the position to 106,302 shares worth $5.65M. The position accounts for 3.93% of the portfolio, ranked #6.

PlanWiser Financial first reported a position in IGIB in Q1 2025 and has held it in 6 quarters since. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • PlanWiser Financial held 106,302 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.65M as of Q2 2026.
  • PlanWiser Financial bought 6,156 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $327K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.93% of PlanWiser Financial's portfolio in Q2 2026, its #6 holding.
  • PlanWiser Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.