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

Transcend Capital 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 		$390K Buy
7,340
+853
+13% +$45.3K 0.03% 542
2026
Q1 		$345K Sell
6,487
-659
-9% -$35.5K 0.03% 497
2025
Q4 		$385K Buy
+7,146
New +$386K 0.03% 433
2024
Q3 		– Sell
-10,119
Closed -$519K – 630
2024
Q2 		$519K Buy
10,119
+279
+3% +$14.2K 0.04% 349
2024
Q1 		$508K Sell
9,840
-239
-2% -$12.3K 0.04% 320
2023
Q4 		$524K Buy
10,079
+1,737
+21% +$85.9K 0.05% 300
2023
Q3 		$406K Sell
8,342
-218
-3% -$10.9K 0.04% 321
2023
Q2 		$433K Buy
8,560
+221
+3% +$11.2K 0.04% 317
2023
Q1 		$428K Sell
8,339
-4,128
-33% -$209K 0.04% 306
2022
Q4 		$617K Buy
+12,467
New +$611K 0.07% 258
2020
Q2 		– Sell
-3,719
Closed -$204K – 155
2020
Q1 		$204K Buy
+3,719
New +$215K 0.06% 193

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 22.9% 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

Transcend Capital Advisors's IGIB Position: Q2 2026 in Review

Transcend Capital Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $45.3K and bringing the position to 7,340 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #542.

Transcend Capital Advisors first reported a position in IGIB in Q1 2020 and has held it in 11 quarters since. The position peaked at $617K in Q4 2022. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Transcend Capital Advisors held 7,340 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $390K as of Q2 2026.
  • Transcend Capital Advisors bought 853 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $45.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #542 holding.
  • Transcend Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • Transcend Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $617K in Q4 2022.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.