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

Roehl & Yi Investment 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 		$945K Buy
+945,471
New +$50.3M 0.31% 69

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

Roehl & Yi Investment Advisors's IGIB Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 945,471 shares worth $945K. The stake represents 0.31% of the portfolio and ranks #69 among its holdings.

707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Roehl & Yi Investment Advisors held 945,471 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $945K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.31% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.