UBS Group
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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
2017
Q3 		– Sell
-10,310,000
Closed -$213M – 7848
2017
Q2 		$213M Buy
+10,310,000
New +$565M 0.11% 205

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. 711 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.
  • 711 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.