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

Savvy Advisors Inc’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 		$1.99M Buy
37,361
+12,507
+50% +$665K 0.04% 337
2026
Q1 		$1.32M Buy
24,854
+14,127
+132% +$760K 0.04% 362
2025
Q4 		$578K Buy
10,727
+6,095
+132% +$329K 0.02% 521
2025
Q3 		$251K Buy
+4,632
New +$248K 0.01% 694

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 22.9% 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

Savvy Advisors Inc's IGIB Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 50% in Q2 2026, buying an estimated $665K and bringing the position to 37,361 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #337.

Savvy Advisors Inc first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Savvy Advisors Inc held 37,361 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.99M as of Q2 2026.
  • Savvy Advisors Inc bought 12,507 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $665K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #337 holding.
  • Savvy Advisors Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.