UBS Group
IGIB icon

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

UBS Group’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 		$220M Buy
4,139,507
+50,446
+1% +$2.68M 0.03% 613
2026
Q1 		$218M Buy
4,089,061
+179,732
+5% +$9.67M 0.03% 578
2025
Q4 		$211M Buy
3,909,329
+129,061
+3% +$6.98M 0.03% 549
2025
Q3 		$204M Sell
3,780,268
-63,612
-2% -$3.4M 0.03% 575
2025
Q2 		$205M Buy
3,843,880
+89,691
+2% +$4.68M 0.04% 526
2025
Q1 		$197M Buy
3,754,189
+114,472
+3% +$5.95M 0.04% 508
2024
Q4 		$187M Buy
3,639,717
+80,956
+2% +$4.24M 0.03% 552
2024
Q3 		$191M Buy
3,558,761
+299,807
+9% +$15.8M 0.04% 435
2024
Q2 		$167M Buy
3,258,954
+229,396
+8% +$11.7M 0.04% 415
2024
Q1 		$156M Buy
3,029,558
+261,427
+9% +$13.4M 0.04% 447
2023
Q4 		$144M Buy
2,768,131
+141,571
+5% +$7M 0.04% 430
2023
Q3 		$128M Buy
2,626,560
+304,117
+13% +$15.1M 0.04% 409
2023
Q2 		$117M Buy
2,322,443
+341,176
+17% +$17.3M 0.04% 433
2023
Q1 		$102M Buy
1,981,267
+459,459
+30% +$23.3M 0.04% 455
2022
Q4 		$75.3M Sell
1,521,808
-133,399
-8% -$6.54M 0.03% 609
2022
Q3 		$79.9M Sell
1,655,207
-253,829
-13% -$13M 0.04% 508
2022
Q2 		$97.5M Sell
1,909,036
-55,052
-3% -$2.87M 0.04% 455
2022
Q1 		$108M Sell
1,964,088
-14,796
-0.7% -$839K 0.04% 500
2021
Q4 		$117M Buy
1,978,884
+54,814
+3% +$3.26M 0.03% 539
2021
Q3 		$116M Sell
1,924,070
-75,731
-4% -$4.6M 0.04% 489
2021
Q2 		$121M Sell
1,999,801
-54,202
-3% -$3.24M 0.04% 457
2021
Q1 		$122M Buy
2,054,003
+6,378
+0.3% +$386K 0.04% 432
2020
Q4 		$127M Sell
2,047,625
-1,645,197
-45% -$101M 0.04% 407
2020
Q3 		$225M Buy
3,692,822
+334,599
+10% +$20.4M 0.08% 228
2020
Q2 		$203M Sell
3,358,223
-822,473
-20% -$47.9M 0.09% 229
2020
Q1 		$230M Sell
4,180,696
-204,343
-5% -$11.8M 0.11% 190
2019
Q4 		$254M Buy
4,385,039
+171,071
+4% +$9.9M 0.09% 220
2019
Q3 		$244M Buy
4,213,968
+170,822
+4% +$9.82M 0.09% 211
2019
Q2 		$230M Buy
4,043,146
+198,622
+5% +$11M 0.09% 220
2019
Q1 		$212M Buy
3,844,524
+671,839
+21% +$36.1M 0.09% 215
2018
Q4 		$166M Sell
3,172,685
-133,100
-4% -$6.96M 0.08% 249
2018
Q3 		$176M Sell
3,305,785
-1,337,689
-29% -$71.2M 0.07% 259
2018
Q2 		$247M Sell
4,643,474
-286,872
-6% -$15.3M 0.11% 204
2018
Q1 		$264M Sell
4,930,346
-20,466
-0.4% -$1.1M 0.11% 197
2017
Q4 		$270M Buy
4,950,812
+198,546
+4% +$10.9M 0.11% 195
2017
Q3 		$262M Buy
4,752,266
+4,686,222
+7,096% +$258M 0.12% 183
2017
Q2 		$3.63M Sell
66,044
-3,712,374
-98% -$204M ﹤0.01% 2440
2017
Q1 		$206M Buy
3,778,418
+10,512
+0.3% +$571K 0.11% 205
2016
Q4 		$204M Sell
3,767,906
-37,052
-1% -$2.03M 0.11% 200
2016
Q3 		$212M Buy
3,804,958
+125,914
+3% +$7.01M 0.13% 184
2016
Q2 		$205M Buy
3,679,044
+82,462
+2% +$4.54M 0.13% 177
2016
Q1 		$197M Buy
3,596,582
+274,132
+8% +$14.8M 0.13% 172
2015
Q4 		$178M Buy
3,322,450
+259,640
+8% +$14.1M 0.12% 195
2015
Q3 		$166M Buy
3,062,810
+756,862
+33% +$41.1M 0.12% 193
2015
Q2 		$126M Buy
2,305,948
+33,594
+1% +$1.84M 0.08% 257
2015
Q1 		$126M Buy
2,272,354
+203,532
+10% +$11.2M 0.09% 241
2014
Q4 		$113M Buy
+2,068,822
New +$113M 0.08% 263

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

UBS Group's IGIB Position: Q2 2026 in Review

UBS Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q2 2026, buying an estimated $2.68M and bringing the position to 4,139,507 shares worth $220M. The position accounts for 0.03% of the portfolio, ranked #613.

UBS Group first reported a position in IGIB in Q4 2014 and has held it in 47 quarters since. The position peaked at $270M in Q4 2017. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • UBS Group held 4,139,507 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $220M as of Q2 2026.
  • UBS Group bought 50,446 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.68M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #613 holding.
  • UBS Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $270M in Q4 2017.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.