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

ProVise Management 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	$34.7M	Buy	652,917 +30,796	+5%	+$1.64M	2.33%	9
2026 Q1	$33.1M	Buy	622,121 +15,718	+3%	+$846K	2.38%	6
2025 Q4	$32.7M	Buy	606,403 +23,382	+4%	+$1.26M	2.33%	10
2025 Q3	$31.5M	Buy	583,021 +17,450	+3%	+$933K	2.32%	9
2025 Q2	$30.1M	Sell	565,571 -6,680	-1%	-$349K	2.38%	8
2025 Q1	$30.1M	Buy	572,251 +66,202	+13%	+$3.44M	2.55%	4
2024 Q4	$26.1M	Buy	506,049 +679	+0.1%	+$35.6K	2.23%	10
2024 Q3	$27.1M	Buy	505,370 +23,235	+5%	+$1.23M	2.15%	7
2024 Q2	$24.7M	Buy	482,135 +54,112	+13%	+$2.76M	2.1%	8
2024 Q1	$22.1M	Buy	428,023 +41,236	+11%	+$2.12M	1.91%	9
2023 Q4	$20.1M	Buy	386,787 +5,723	+2%	+$283K	1.71%	14
2023 Q3	$18.5M	Buy	381,064 +12,498	+3%	+$622K	1.72%	12
2023 Q2	$18.6M	Buy	368,566 +12,624	+4%	+$642K	1.69%	11
2023 Q1	$18.3M	Buy	355,942 +47,678	+15%	+$2.42M	1.75%	8
2022 Q4	$15.3M	Buy	308,264 +111	+0%	+$5.44K	1.55%	13
2022 Q3	$14.9M	Buy	308,153 +41,806	+16%	+$2.14M	1.66%	8
2022 Q2	$13.6M	Buy	266,347 +12,062	+5%	+$629K	1.45%	15
2022 Q1	$14M	Buy	254,285 +4,763	+2%	+$270K	1.32%	13
2021 Q4	$14.8M	Buy	249,522 +51,218	+26%	+$3.05M	1.34%	13
2021 Q3	$11.9M	Buy	198,304 +53,085	+37%	+$3.22M	1.18%	15
2021 Q2	$8.79M	Buy	145,219 +30,542	+27%	+$1.83M	0.9%	23
2021 Q1	$6.79M	Buy	114,677 +30,806	+37%	+$1.86M	0.73%	36
2020 Q4	$5.18M	Buy	83,871 +22,617	+37%	+$1.38M	0.6%	49
2020 Q3	$3.73M	Buy	61,254 +44,454	+265%	+$2.71M	0.5%	60
2020 Q2	$1.01M	Buy	+16,800	New	+$979K	0.15%	134

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

ProVise Management Group's IGIB Position: Q2 2026 in Review

ProVise Management Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5% in Q2 2026, buying an estimated $1.64M and bringing the position to 652,917 shares worth $34.7M. The position accounts for 2.33% of the portfolio, ranked #9.

ProVise Management Group first reported a position in IGIB in Q2 2020 and has held it in 25 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

ProVise Management Group held 652,917 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $34.7M as of Q2 2026.
ProVise Management Group bought 30,796 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.64M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.33% of ProVise Management Group's portfolio in Q2 2026, its #9 holding.
ProVise Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 25 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 ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.