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

Union Savings Bank’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	$128K	Sell	2,406 -1,863	-44%	-$99K	0.05%	161
2026 Q1	$227K	Hold	4,269	–	–	0.1%	121
2025 Q4	$230K	Buy	+4,269	New	+$231K	0.1%	121
2025 Q2	$23.9K	Hold	450	–	–	0.01%	238
2025 Q1	$23.6K	Hold	450	–	–	0.01%	246
2024 Q4	$23.2K	Hold	450	–	–	0.01%	244
2024 Q3	$24.2K	Hold	450	–	–	0.01%	252
2024 Q2	$23.1K	Hold	450	–	–	0.01%	249
2024 Q1	$23.2K	Hold	450	–	–	0.01%	251
2023 Q4	$23.4K	Sell	450 -4,896	-92%	-$242K	0.01%	248
2023 Q3	$260K	Hold	5,346	–	–	0.16%	111
2023 Q2	$270K	Buy	+5,346	New	+$272K	0.16%	108

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Union Savings Bank's IGIB Position: Q2 2026 in Review

Union Savings Bank reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 44% in Q2 2026, selling an estimated $99K and leaving 2,406 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #161.

Union Savings Bank first reported a position in IGIB in Q2 2023 and has held it in 12 quarters since. The position peaked at $270K in Q2 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Union Savings Bank held 2,406 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $128K as of Q2 2026.
Union Savings Bank sold 1,863 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $99K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Union Savings Bank's portfolio in Q2 2026, its #161 holding.
Union Savings Bank first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $270K in Q2 2023.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.