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

Sequoia Financial 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 		– Sell
-4,336
Closed -$231K – 2215
2026
Q1 		$231K Buy
4,336
+250
+6% +$13.5K ﹤0.01% 1716
2025
Q4 		$220K Sell
4,086
-3,748
-48% -$203K ﹤0.01% 1752
2025
Q3 		$424K Buy
7,834
+2,450
+46% +$131K ﹤0.01% 1209
2025
Q2 		$287K Sell
5,384
-957
-15% -$49.9K ﹤0.01% 1289
2025
Q1 		$333K Buy
+6,341
New +$329K ﹤0.01% 1018
2024
Q4 		– Sell
-3,881
Closed -$209K – 1381
2024
Q3 		$209K Sell
3,881
-207
-5% -$10.9K ﹤0.01% 1149
2024
Q2 		$210K Sell
4,088
-115
-3% -$5.86K ﹤0.01% 1085
2024
Q1 		$217K Buy
+4,203
New +$216K ﹤0.01% 1019
2022
Q4 		– Sell
-5,467
Closed -$264K – 813
2022
Q3 		$264K Sell
5,467
-119
-2% -$6.08K 0.01% 427
2022
Q2 		$285K Buy
5,586
+764
+16% +$39.8K 0.01% 450
2022
Q1 		$265K Buy
4,822
+854
+22% +$48.4K 0.01% 537
2021
Q4 		$235K Buy
+3,968
New +$236K 0.01% 510
2021
Q3 		– Sell
-3,968
Closed -$240K – 343
2021
Q2 		$240K Sell
3,968
-17
-0.4% -$1.02K 0.01% 420
2021
Q1 		$236K Buy
3,985
+222
+6% +$13.4K 0.01% 392
2020
Q4 		$233K Buy
3,763
+205
+6% +$12.5K 0.01% 361
2020
Q3 		$216K Buy
+3,558
New +$217K 0.01% 357
2016
Q3 		– Sell
-7,062
Closed -$393K – 261
2016
Q2 		$393K Hold
7,062
– – 0.11% 135
2016
Q1 		$387K Buy
+7,062
New +$381K 0.13% 114

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

Sequoia Financial Advisors's IGIB Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 4,336 shares — an estimated $231K sold.

Sequoia Financial Advisors first reported a position in IGIB in Q1 2016 and held it in 18 quarters. The position peaked at $424K in Q3 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,336 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $231K.
  • Sequoia Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and held it in 18 quarters.
  • Sequoia Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $424K in Q3 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.