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

Univest Financial’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	$244K	Buy	+4,594	New	+$244K	0.01%	251

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

Univest Financial's IGIB Position: Q2 2026 in Review

Univest Financial opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 4,594 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings.

707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Univest Financial held 4,594 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $244K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Univest Financial position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Univest Financial's portfolio in Q2 2026, its #251 holding.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.