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

Prospera Financial Services’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 		$1.67M Buy
31,477
+2,317
+8% +$123K 0.02% 565
2026
Q1 		$1.55M Buy
29,160
+4,577
+19% +$246K 0.03% 568
2025
Q4 		$1.33M Buy
24,583
+1,840
+8% +$99.5K 0.02% 594
2025
Q3 		$1.23M Sell
22,743
-231
-1% -$12.4K 0.02% 607
2025
Q2 		$1.23M Sell
22,974
-143
-0.6% -$7.46K 0.02% 592
2025
Q1 		$1.22M Sell
23,117
-707
-3% -$36.7K 0.03% 509
2024
Q4 		$1.23M Sell
23,824
-123
-0.5% -$6.44K 0.03% 490
2024
Q3 		$1.29M Sell
23,947
-2,693
-10% -$142K 0.03% 443
2024
Q2 		$1.37M Buy
26,640
+904
+4% +$46K 0.04% 422
2024
Q1 		$1.33M Sell
25,736
-5,590
-18% -$287K 0.04% 428
2023
Q4 		$1.63M Buy
31,326
+25,347
+424% +$1.25M 0.05% 349
2023
Q3 		$291K Sell
5,979
-636
-10% -$31.7K 0.01% 821
2023
Q2 		$335K Buy
6,615
+305
+5% +$15.5K 0.01% 750
2023
Q1 		$324K Sell
6,310
-827
-12% -$41.9K 0.01% 761
2022
Q4 		$353K Buy
7,137
+668
+10% +$32.7K 0.02% 644
2022
Q3 		$313K Sell
6,469
-2,606
-29% -$133K 0.02% 639
2022
Q2 		$463K Sell
9,075
-1,487
-14% -$77.5K 0.02% 536
2022
Q1 		$580K Buy
+10,562
New +$599K 0.02% 554
2020
Q4 		– Sell
-316
Closed -$19K – 1083
2020
Q3 		$19K Buy
+316
New +$19.3K 0.01% 908
2016
Q1 		– Sell
-4,032
Closed -$216K – 355
2015
Q4 		$216K Sell
4,032
-7,858
-66% -$425K 0.05% 250
2015
Q3 		$646K Buy
11,890
+4,768
+67% +$259K 0.16% 91
2015
Q2 		$388K Sell
7,122
-270
-4% -$14.8K 0.09% 162
2015
Q1 		$409K Buy
7,392
+236
+3% +$13K 0.09% 162
2014
Q4 		$391K Sell
7,156
-26
-0.4% -$1.43K 0.1% 169
2014
Q3 		$393K Sell
7,182
-34
-0.5% -$1.87K 0.11% 155
2014
Q2 		$398K Buy
7,216
+30
+0.4% +$1.65K 0.11% 149
2014
Q1 		$392K Sell
7,186
-14,080
-66% -$766K 0.12% 127
2013
Q4 		$1.15M Sell
21,266
-2,400
-10% -$130K 0.39% 50
2013
Q3 		$1.27M Sell
23,666
-8,592
-27% -$462K 0.48% 48
2013
Q2 		$1.74M Buy
+32,258
New +$1.78M 0.8% 35

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

Prospera Financial Services's IGIB Position: Q2 2026 in Review

Prospera Financial Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.9% in Q2 2026, buying an estimated $123K and bringing the position to 31,477 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #565.

Prospera Financial Services first reported a position in IGIB in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.74M in Q2 2013. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Prospera Financial Services held 31,477 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.67M as of Q2 2026.
  • Prospera Financial Services bought 2,317 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #565 holding.
  • Prospera Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 30 quarters since.
  • Prospera Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.74M in Q2 2013.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.