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Union Bancaire Privee’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Union Bancaire Privee’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 		$1.48M Hold
27,647
– – 0.02% 269
2026
Q1 		$1.46M Buy
27,647
+2,371
+9% +$128K 0.02% 264
2025
Q4 		$1.37M Sell
25,276
-2,113
-8% -$114K 0.02% 266
2025
Q3 		$1.45M Sell
27,389
-5,129
-16% -$274K 0.02% 228
2025
Q2 		$1.66M Buy
+32,518
New +$1.7M 0.02% 215

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

Union Bancaire Privee's IGIB Position: Q2 2026 in Review

Union Bancaire Privee held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 27,647 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #269.

Union Bancaire Privee first reported a position in IGIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q2 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Union Bancaire Privee held 27,647 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.48M as of Q2 2026.
  • Union Bancaire Privee 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 0.02% of Union Bancaire Privee's portfolio in Q2 2026, its #269 holding.
  • Union Bancaire Privee first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Union Bancaire Privee's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.66M in Q2 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.