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

Sax Wealth 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	$1.5M	Buy	28,175 +6,698	+31%	+$356K	0.06%	180
2026 Q1	$1.16M	Hold	21,477	–	–	0.06%	173
2025 Q4	$1.16M	Buy	+21,477	New	+$1.16M	0.05%	179
2025 Q1	–	Sell	-4,273	Closed	-$220K	–	376
2024 Q4	$220K	Sell	4,273 -861	-17%	-$45.1K	0.02%	306
2024 Q3	$276K	Buy	+5,134	New	+$271K	0.02%	230

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

Sax Wealth Advisors's IGIB Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 31% in Q2 2026, buying an estimated $356K and bringing the position to 28,175 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #180.

Sax Wealth Advisors first reported a position in IGIB in Q3 2024 and has held it in 5 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Sax Wealth Advisors held 28,175 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.5M as of Q2 2026.
Sax Wealth Advisors bought 6,698 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $356K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #180 holding.
Sax Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.