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

Spire 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
Q2 		$263K Hold
4,939
– – 0.01% 706
2026
Q1 		$263K Hold
4,939
– – 0.01% 702
2025
Q4 		$266K Buy
4,939
+825
+20% +$44.6K 0.01% 716
2025
Q3 		$223K Buy
4,114
+2,850
+225% +$152K 0.01% 754
2025
Q2 		$67.4K Sell
1,264
-825
-39% -$43.1K ﹤0.01% 1106
2025
Q1 		$110K Hold
2,089
– – ﹤0.01% 1000
2024
Q4 		$108K Hold
2,089
– – ﹤0.01% 1006
2024
Q3 		$112K Hold
2,089
– – ﹤0.01% 881
2024
Q2 		$107K Sell
2,089
-3,728
-64% -$190K ﹤0.01% 878
2024
Q1 		$300K Hold
5,817
– – 0.01% 665
2023
Q4 		$299K Buy
5,817
+234
+4% +$11.6K 0.01% 649
2023
Q3 		$272K Sell
5,583
-828
-13% -$41.2K 0.01% 616
2023
Q2 		$324K Sell
6,411
-1,598
-20% -$81.2K 0.01% 596
2023
Q1 		$411K Buy
8,009
+5,600
+232% +$284K 0.02% 534
2022
Q4 		$119K Sell
2,409
-775
-24% -$38K 0.01% 696
2022
Q3 		$154K Sell
3,184
-6,882
-68% -$352K 0.01% 591
2022
Q2 		$514K Sell
10,066
-9,146
-48% -$477K 0.02% 465
2022
Q1 		$1.05M Buy
19,212
+26
+0.1% +$1.47K 0.03% 378
2021
Q4 		$1.14M Buy
19,186
+39
+0.2% +$2.32K 0.03% 439
2021
Q3 		$1.15M Sell
19,147
-356
-2% -$21.6K 0.03% 379
2021
Q2 		$1.18M Buy
19,503
+1,727
+10% +$103K 0.03% 382
2021
Q1 		$1.05M Buy
+17,776
New +$1.08M 0.03% 420

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

Spire Wealth Management's IGIB Position: Q2 2026 in Review

Spire Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 4,939 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #706.

Spire Wealth Management first reported a position in IGIB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.18M in Q2 2021. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Spire Wealth Management held 4,939 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $263K as of Q2 2026.
  • Spire Wealth Management 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 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Spire Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.18M in Q2 2021.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.