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Portfolio Resources Advisor Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Portfolio Resources Advisor 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 		$2.71K Hold
51
– – ﹤0.01% 139
2026
Q1 		$2.71K Hold
51
– – ﹤0.01% 130
2025
Q4 		$2.75K Buy
+51
New +$2.76K ﹤0.01% 129

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

Portfolio Resources Advisor Group's IGIB Position: Q2 2026 in Review

Portfolio Resources Advisor Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 51 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Portfolio Resources Advisor Group first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.75K in Q4 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Portfolio Resources Advisor Group held 51 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.71K as of Q2 2026.
  • Portfolio Resources Advisor Group left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #139 holding.
  • Portfolio Resources Advisor Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Portfolio Resources Advisor Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.75K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.