RA
IGIB icon

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

RFG Advisory’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 		$276K Sell
5,197
-6,427
-55% -$342K ﹤0.01% 965
2026
Q1 		$619K Sell
11,624
-25,188
-68% -$1.36M 0.01% 670
2025
Q4 		$1.98M Sell
36,812
-41,405
-53% -$2.24M 0.04% 336
2025
Q3 		$4.23M Buy
+78,217
New +$4.18M 0.09% 168
2025
Q2 		– Sell
-18,890
Closed -$992K – 947
2025
Q1 		$992K Buy
+18,890
New +$981K 0.03% 405
2024
Q1 		– Sell
-9,993
Closed -$520K – 728
2023
Q4 		$520K Buy
+9,993
New +$494K 0.02% 439
2020
Q4 		– Sell
-3,860
Closed -$235K – 450
2020
Q3 		$235K Sell
3,860
-5,645
-59% -$344K 0.03% 359
2020
Q2 		$574K Sell
9,505
-33,070
-78% -$1.93M 0.09% 188
2020
Q1 		$2.34M Buy
42,575
+3,325
+8% +$192K 0.44% 46
2019
Q4 		$2.28M Buy
39,250
+3,071
+8% +$178K 0.39% 55
2019
Q3 		$2.1M Buy
36,179
+879
+2% +$50.5K 0.42% 50
2019
Q2 		$2.01M Buy
35,300
+2,240
+7% +$124K 0.46% 49
2019
Q1 		$1.82M Buy
33,060
+14,546
+79% +$782K 0.46% 47
2018
Q4 		$971K Sell
18,514
-7,563
-29% -$396K 0.24% 67
2018
Q3 		$1.39M Sell
26,077
-8,937
-26% -$476K 0.36% 59
2018
Q2 		$1.86M Buy
35,014
+28,328
+424% +$1.51M 0.56% 33
2018
Q1 		$359K Buy
+6,686
New +$360K 0.13% 119

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

RFG Advisory's IGIB Position: Q2 2026 in Review

RFG Advisory reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 55% in Q2 2026, selling an estimated $342K and leaving 5,197 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

RFG Advisory first reported a position in IGIB in Q1 2018 and has held it in 17 quarters since. The position peaked at $4.23M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • RFG Advisory held 5,197 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $276K as of Q2 2026.
  • RFG Advisory sold 6,427 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $342K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #965 holding.
  • RFG Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 17 quarters since.
  • RFG Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.23M in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.