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Summit Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Summit Financial’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
-4,363
Closed -$232K – 1602
2026
Q1 		$232K Sell
4,363
-369
-8% -$19.9K ﹤0.01% 1293
2025
Q4 		$255K Sell
4,732
-1,811
-28% -$97.9K ﹤0.01% 1143
2025
Q3 		$354K Sell
6,543
-85
-1% -$4.55K 0.01% 1009
2025
Q2 		$353K Sell
6,628
-528
-7% -$27.6K 0.01% 648
2025
Q1 		$376K Buy
+7,156
New +$372K 0.01% 574

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

Summit Financial's IGIB Position: Q2 2026 in Review

Summit Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 4,363 shares — an estimated $232K sold.

Summit Financial first reported a position in IGIB in Q1 2025 and held it in 5 quarters. The position peaked at $376K in Q1 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Summit Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 4,363 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $232K.
  • Summit Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and held it in 5 quarters.
  • Summit Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $376K in Q1 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.