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Silver Oak Securities’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Silver Oak Securities’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
-505
Closed -$26.9K – 857
2026
Q1 		$26.9K Sell
505
-229
-31% -$12.3K ﹤0.01% 775
2025
Q4 		$39.7K Buy
734
+75
+11% +$4.05K ﹤0.01% 798
2025
Q3 		$35.6K Sell
659
-364
-36% -$19.5K ﹤0.01% 740
2025
Q2 		$54.5K Sell
1,023
-227
-18% -$11.8K ﹤0.01% 679
2025
Q1 		$65.6K Buy
1,250
+615
+97% +$31.9K 0.01% 628
2024
Q4 		$32.8K Buy
635
+24
+4% +$1.26K ﹤0.01% 618
2024
Q3 		$32.9K Buy
611
+3
+0.5% +$158 ﹤0.01% 530
2024
Q2 		$31.2K Buy
608
+2
+0.3% +$102 ﹤0.01% 452
2024
Q1 		$31.3K Sell
606
-584
-49% -$30K ﹤0.01% 451
2023
Q4 		$61.9K Sell
1,190
-322
-21% -$15.9K 0.01% 483
2023
Q3 		$73.6K Buy
+1,512
New +$75.3K 0.02% 357
2022
Q4 		– Sell
-1,512
Closed -$73.6K – 379
2022
Q3 		$73.6K Buy
+1,512
New +$77.3K 0.02% 357
2022
Q2 		– Sell
-7,368
Closed -$393K – 305
2022
Q1 		$393K Buy
+7,368
New +$418K 0.08% 191

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

Silver Oak Securities's IGIB Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 505 shares — an estimated $26.9K sold.

Silver Oak Securities first reported a position in IGIB in Q1 2022 and held it in 13 quarters. The position peaked at $393K in Q1 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Silver Oak Securities reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 505 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $26.9K.
  • Silver Oak Securities first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 13 quarters.
  • Silver Oak Securities's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $393K in Q1 2022.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.