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

SageView Advisory 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	$4.33M	Sell	81,404 -1,391	-2%	-$73.9K	0.14%	95
2026 Q1	$4.41M	Buy	82,795 +3,031	+4%	+$163K	0.16%	77
2025 Q4	$4.3M	Buy	79,764 +291	+0.4%	+$15.7K	0.15%	88
2025 Q3	$4.3M	Sell	79,473 -2,962	-4%	-$158K	0.15%	91
2025 Q2	$4.37M	Buy	82,435 +2,050	+3%	+$107K	0.17%	72
2025 Q1	$4.22M	Sell	80,385 -7,794	-9%	-$405K	0.18%	64
2024 Q4	$4.54M	Sell	88,179 -2,770	-3%	-$145K	0.2%	64
2024 Q3	$4.89M	Buy	+90,949	New	+$4.8M	0.25%	50
2024 Q2	–	Hold	0	–	–	–	59
2023 Q4	–	Sell	-66,727	Closed	-$3.3M	–	90
2023 Q3	$3.25M	Sell	66,727 -3,581	-5%	-$178K	0.19%	74
2023 Q2	$3.56M	Buy	70,308 +1,062	+2%	+$54K	0.2%	75
2023 Q1	$3.55M	Buy	69,246 +20,583	+42%	+$1.04M	0.23%	72
2022 Q4	$2.41M	Buy	+48,663	New	+$2.39M	0.2%	83

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

SageView Advisory Group's IGIB Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.7% in Q2 2026, selling an estimated $73.9K and leaving 81,404 shares worth $4.33M. The position accounts for 0.14% of the portfolio, ranked #95.

SageView Advisory Group first reported a position in IGIB in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.89M in Q3 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

SageView Advisory Group held 81,404 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.33M as of Q2 2026.
SageView Advisory Group sold 1,391 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $73.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of SageView Advisory Group's portfolio in Q2 2026, its #95 holding.
SageView Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.89M in Q3 2024.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.