Private Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Private Advisory 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	$4M	Buy	75,306 +8,634	+13%	+$459K	0.22%	103
2026 Q1	$3.55M	Buy	+66,672	New	+$3.59M	0.23%	94
2020 Q1	–	Sell	-7,017	Closed	-$407K	–	109
2019 Q4	$407K	Buy	+7,017	New	+$406K	0.16%	83

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 22.96% 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

Private Advisory Group's IGIB Position: Q2 2026 in Review

Private Advisory Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $459K and bringing the position to 75,306 shares worth $4M. The position accounts for 0.22% of the portfolio, ranked #103.

Private Advisory Group first reported a position in IGIB in Q4 2019 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Private Advisory Group held 75,306 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4M as of Q2 2026.
Private Advisory Group bought 8,634 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $459K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.22% of Private Advisory Group's portfolio in Q2 2026, its #103 holding.
Private Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.