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

Prossimo Advisors’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 		$759K Buy
14,272
+427
+3% +$22.7K 4.38% 7
2026
Q1 		$737K Hold
13,845
– – 4.48% 7
2025
Q4 		$746K Buy
13,845
+41
+0.3% +$2.22K 4.8% 5
2025
Q3 		$747K Buy
13,804
+1,905
+16% +$102K 5.49% 4
2025
Q2 		$634K Sell
11,899
-1,947
-14% -$102K 0.51% 60
2025
Q1 		$727K Buy
13,846
+1,960
+16% +$102K 0.55% 58
2024
Q4 		$612K Buy
11,886
+761
+7% +$39.9K 0.44% 68
2024
Q3 		$598K Hold
11,125
– – 0.44% 73
2024
Q2 		$570K Buy
+11,125
New +$566K 0.52% 69
2023
Q3 		– Sell
-12,317
Closed -$623K – 84
2023
Q2 		$623K Buy
+12,317
New +$626K 0.6% 56

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

Prossimo Advisors's IGIB Position: Q2 2026 in Review

Prossimo Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.1% in Q2 2026, buying an estimated $22.7K and bringing the position to 14,272 shares worth $759K. The position accounts for 4.38% of the portfolio, ranked #7.

Prossimo Advisors first reported a position in IGIB in Q2 2023 and has held it in 10 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Prossimo Advisors held 14,272 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $759K as of Q2 2026.
  • Prossimo Advisors bought 427 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $22.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 4.38% of Prossimo Advisors's portfolio in Q2 2026, its #7 holding.
  • Prossimo Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Prossimo Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.