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

Simon Quick 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	$887K	Hold	16,684	–	–	0.04%	208
2026 Q1	$888K	Sell	16,684 -1	-0%	-$54	0.04%	190
2025 Q4	$899K	Sell	16,685 -289	-2%	-$15.6K	0.04%	195
2025 Q3	$918K	Buy	+16,974	New	+$908K	0.04%	198
2022 Q2	–	Sell	-190	Closed	-$10K	–	278
2022 Q1	$10K	Hold	190	–	–	﹤0.01%	300
2021 Q4	$11K	Hold	190	–	–	﹤0.01%	308
2021 Q3	$11K	Hold	190	–	–	﹤0.01%	347
2021 Q2	$11K	Sell	190 -382	-67%	-$22.9K	﹤0.01%	371
2021 Q1	$33K	Sell	572 -40	-7%	-$2.42K	0.01%	310
2020 Q4	$38K	Sell	612 -1,117	-65%	-$68.3K	0.01%	268
2020 Q3	$105K	Buy	+1,729	New	+$105K	0.03%	127
2020 Q2	–	Sell	-52	Closed	-$3K	–	470
2020 Q1	$3K	Buy	+52	New	+$3K	﹤0.01%	387
2019 Q4	–	Sell	-124	Closed	-$7K	–	667
2019 Q3	$7K	Hold	124	–	–	﹤0.01%	278
2019 Q2	$7.06K	Buy	+124	New	+$6.88K	﹤0.01%	250
2017 Q2	–	Sell	-1,820	Closed	-$99K	–	329
2017 Q1	$99K	Sell	1,820 -308	-14%	-$16.7K	0.06%	116
2016 Q4	$115K	Buy	+2,128	New	+$116K	0.09%	115

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

Simon Quick Advisors's IGIB Position: Q2 2026 in Review

Simon Quick Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 16,684 shares worth $887K. The position accounts for 0.04% of the portfolio, ranked #208.

Simon Quick Advisors first reported a position in IGIB in Q4 2016 and has held it in 16 quarters since. The position peaked at $918K in Q3 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Simon Quick Advisors held 16,684 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $887K as of Q2 2026.
Simon Quick Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Simon Quick Advisors's portfolio in Q2 2026, its #208 holding.
Simon Quick Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 16 quarters since.
Simon Quick Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $918K in Q3 2025.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.