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Steward Partners Investment Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Steward Partners Investment Advisory’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 		$12.3M Buy
231,299
+4,680
+2% +$249K 0.06% 295
2026
Q1 		$12.1M Buy
226,619
+13,029
+6% +$701K 0.06% 290
2025
Q4 		$11.5M Buy
213,590
+3,104
+1% +$168K 0.06% 266
2025
Q3 		$11.4M Buy
210,486
+10,541
+5% +$564K 0.07% 258
2025
Q2 		$10.7M Buy
199,945
+23,905
+14% +$1.25M 0.08% 235
2025
Q1 		$9.25M Buy
176,040
+10,471
+6% +$544K 0.08% 246
2024
Q4 		$8.53M Buy
165,569
+22,037
+15% +$1.15M 0.08% 253
2024
Q3 		$7.71M Buy
143,532
+4,327
+3% +$228K 0.07% 275
2024
Q2 		$7.14M Buy
139,205
+3,019
+2% +$154K 0.08% 264
2024
Q1 		$7.03M Buy
136,186
+129,561
+1,956% +$6.66M 0.08% 266
2023
Q4 		$345K Sell
6,625
-223,751
-97% -$11.1M ﹤0.01% 1159
2023
Q3 		$11.2M Sell
230,376
-5,117
-2% -$255K 0.17% 128
2023
Q2 		$11.9M Buy
235,493
+3,071
+1% +$156K 0.18% 122
2023
Q1 		$11.9M Buy
232,422
+7,147
+3% +$362K 0.19% 122
2022
Q4 		$11.2M Buy
225,275
+204,720
+996% +$10M 0.19% 130
2022
Q3 		$992K Sell
20,555
-23,977
-54% -$1.23M 0.02% 629
2022
Q2 		$2.27M Sell
44,532
-863
-2% -$45K 0.04% 398
2022
Q1 		$2.49M Buy
45,395
+3,331
+8% +$189K 0.04% 415
2021
Q4 		$2.49M Sell
42,064
-246
-0.6% -$14.6K 0.04% 433
2021
Q3 		$2.54M Sell
42,310
-2,474
-6% -$150K 0.04% 393
2021
Q2 		$2.71M Sell
44,784
-1,390
-3% -$83.2K 0.05% 374
2021
Q1 		$2.73M Sell
46,174
-5,829
-11% -$353K 0.05% 358
2020
Q4 		$3.21M Buy
52,003
+2,014
+4% +$123K 0.07% 275
2020
Q3 		$3.04M Buy
49,989
+5,187
+12% +$316K 0.08% 253
2020
Q2 		$2.71M Sell
44,802
-41,544
-48% -$2.42M 0.08% 248
2020
Q1 		$4.74M Buy
86,346
+3,146
+4% +$182K 0.17% 146
2019
Q4 		$4.82M Buy
83,200
+8,408
+11% +$487K 0.14% 158
2019
Q3 		$4.33M Buy
74,792
+23,581
+46% +$1.35M 0.15% 155
2019
Q2 		$2.92M Buy
51,211
+15,340
+43% +$851K 0.11% 197
2019
Q1 		$1.98M Buy
35,871
+1,435
+4% +$77.1K 0.08% 235
2018
Q4 		$1.8M Sell
34,436
-61,884
-64% -$3.24M 0.09% 240
2018
Q3 		$5.12M Buy
96,320
+92,048
+2,155% +$4.9M 0.24% 102
2018
Q2 		$227K Sell
4,272
-2,428
-36% -$129K 0.01% 629
2018
Q1 		$359K Sell
6,700
-428
-6% -$23.1K 0.02% 494
2017
Q4 		$389K Sell
7,128
-88
-1% -$4.82K 0.03% 410
2017
Q3 		$397K Sell
7,216
-898
-11% -$49.4K 0.04% 339
2017
Q2 		$445K Buy
8,114
+5,716
+238% +$313K 0.05% 288
2017
Q1 		$130K Sell
2,398
-3,664
-60% -$199K 0.02% 391
2016
Q4 		$327K Buy
+6,062
New +$331K 0.15% 134

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

Steward Partners Investment Advisory's IGIB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.1% in Q2 2026, buying an estimated $249K and bringing the position to 231,299 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #295.

Steward Partners Investment Advisory first reported a position in IGIB in Q4 2016 and has held it in 39 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Steward Partners Investment Advisory held 231,299 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.3M as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,680 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $249K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #295 holding.
  • Steward Partners Investment Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.