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

Transamerica Financial 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 		$413 Hold
7
– – ﹤0.01% 1727
2026
Q1 		$413 Sell
7
-1
-13% -$54 ﹤0.01% 1508
2025
Q4 		$419 Hold
8
– – ﹤0.01% 1394
2025
Q3 		$420 Hold
8
– – ﹤0.01% 1335
2025
Q2 		$414 Hold
8
– – ﹤0.01% 443
2025
Q1 		$1K Hold
8
– – ﹤0.01% 493
2024
Q4 		$1K Hold
8
– – ﹤0.01% 487
2024
Q3 		$1K Sell
8
-6
-43% -$316 ﹤0.01% 494
2024
Q2 		$1K Hold
14
– – ﹤0.01% 461
2024
Q1 		$1K Hold
14
– – ﹤0.01% 506
2023
Q4 		$1K Sell
14
-63
-82% -$3.11K ﹤0.01% 489
2023
Q3 		$4K Sell
77
-26,263
-100% -$1.31M ﹤0.01% 360
2023
Q2 		$1.33M Sell
26,340
-2,150
-8% -$109K 0.17% 107
2023
Q1 		$1.46M Sell
28,490
-18,908
-40% -$958K 0.19% 93
2022
Q4 		$2.35M Buy
47,398
+2,665
+6% +$131K 0.33% 54
2022
Q3 		$2.16M Buy
44,733
+44,728
+894,560% +$2.29M 0.32% 52
2022
Q2 		$1K Buy
+5
New +$261 ﹤0.01% 512
2019
Q3 		– Sell
-16,849
Closed -$960K – 294
2019
Q2 		$960K Buy
+16,849
New +$935K 0.21% 92
2018
Q2 		– Sell
-1,308
Closed -$71K – 522
2018
Q1 		$71K Sell
1,308
-1,942
-60% -$105K 0.01% 221
2017
Q4 		$178K Sell
3,250
-1,852
-36% -$101K 0.02% 215
2017
Q3 		$282K Sell
5,102
-1,170
-19% -$64.4K 0.03% 209
2017
Q2 		$345K Buy
6,272
+934
+17% +$51.2K 0.05% 196
2017
Q1 		$291K Sell
5,338
-1,698
-24% -$92.2K 0.03% 205
2016
Q4 		$381K Sell
7,036
-11,062
-61% -$605K 0.05% 191
2016
Q3 		$1.01M Buy
18,098
+8,554
+90% +$476K 0.11% 153
2016
Q2 		$531K Sell
9,544
-116
-1% -$6.38K 0.05% 188
2016
Q1 		$530K Buy
9,660
+6,548
+210% +$354K 0.04% 204
2015
Q4 		$167K Sell
3,112
-43,660
-93% -$2.36M 0.01% 311
2015
Q3 		$2.54M Buy
46,772
+11,544
+33% +$626K 0.2% 90
2015
Q2 		$1.92M Buy
35,228
+35,054
+20,146% +$1.92M 0.14% 121
2015
Q1 		$10K Buy
+174
New +$9.59K ﹤0.01% 624

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

Transamerica Financial Advisors's IGIB Position: Q2 2026 in Review

Transamerica Financial Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 7 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Transamerica Financial Advisors first reported a position in IGIB in Q1 2015 and has held it in 31 quarters since. The position peaked at $2.54M in Q3 2015. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Transamerica Financial Advisors held 7 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $413 as of Q2 2026.
  • Transamerica Financial 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 ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1727 holding.
  • Transamerica Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2015 and has held it in 31 quarters since.
  • Transamerica Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.54M in Q3 2015.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.