Smith Salley Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Smith Salley Wealth Management’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 Q1	$9.88M	Buy	185,668 +50,472	+37%	+$2.72M	0.5%	55
2025 Q4	$7.28M	Buy	135,196 +2,821	+2%	+$152K	0.36%	60
2025 Q3	$7.16M	Buy	132,375 +8,012	+6%	+$429K	0.37%	57
2025 Q2	$6.63M	Buy	124,363 +44,516	+56%	+$2.32M	0.38%	55
2025 Q1	$4.19M	Buy	79,847 +714	+0.9%	+$37.1K	0.27%	64
2024 Q4	$4.08M	Buy	79,133 +1,268	+2%	+$66.4K	0.26%	64
2024 Q3	$4.18M	Buy	77,865 +3,370	+5%	+$178K	0.27%	66
2024 Q2	$3.82M	Buy	+74,495	New	+$3.79M	0.27%	64

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Smith Salley Wealth Management's IGIB Position: Q1 2026 in Review

Smith Salley Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 37% in Q1 2026, buying an estimated $2.72M and bringing the position to 185,668 shares worth $9.88M. The position accounts for 0.5% of the portfolio, ranked #55.

Smith Salley Wealth Management first reported a position in IGIB in Q2 2024 and has held it in 8 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Smith Salley Wealth Management held 185,668 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.88M as of Q1 2026.
Smith Salley Wealth Management bought 50,472 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.72M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.5% of Smith Salley Wealth Management's portfolio in Q1 2026, its #55 holding.
Smith Salley Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.