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

United Advisor 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	$1.1M	Buy	20,773 +722	+4%	+$38.4K	0.12%	200
2026 Q1	$1.07M	Sell	20,051 -402	-2%	-$21.6K	0.13%	179
2025 Q4	$1.1M	Sell	20,453 -5,575	-21%	-$301K	0.14%	168
2025 Q3	$1.41M	Buy	26,028 +4,048	+18%	+$217K	0.19%	124
2025 Q2	$1.17M	Buy	21,980 +1,420	+7%	+$74.1K	0.2%	121
2025 Q1	$1.08M	Buy	20,560 +3,275	+19%	+$170K	0.22%	109
2024 Q4	$890K	Buy	+17,285	New	+$905K	0.18%	132

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

United Advisor Group's IGIB Position: Q2 2026 in Review

United Advisor Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.6% in Q2 2026, buying an estimated $38.4K and bringing the position to 20,773 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #200.

United Advisor Group first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

United Advisor Group held 20,773 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.1M as of Q2 2026.
United Advisor Group bought 722 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $38.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #200 holding.
United Advisor Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.41M in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.