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

Veridan Wealth’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	–	Sell	-89,264	Closed	-$4.75M	–	87
2026 Q1	$4.75M	Buy	89,264 +577	+0.7%	+$31.1K	1.76%	16
2025 Q4	$4.78M	Buy	88,687 +1,844	+2%	+$99.7K	1.61%	15
2025 Q3	$4.7M	Buy	+86,843	New	+$4.64M	1.62%	15
2025 Q1	$4.65M	Buy	88,535 +1,823	+2%	+$94.7K	2.1%	13
2024 Q4	$4.48M	Buy	+86,712	New	+$4.54M	2.1%	13
2024 Q2	$4.67M	Buy	+87,628	New	+$4.46M	1.87%	13

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

Veridan Wealth's IGIB Position: Q2 2026 in Review

Veridan Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 89,264 shares — an estimated $4.75M sold.

Veridan Wealth first reported a position in IGIB in Q2 2024 and held it in 6 quarters. The position peaked at $4.78M in Q4 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Veridan Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Veridan Wealth sold 89,264 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.75M.
Veridan Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 6 quarters.
Veridan Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.78M in Q4 2025.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.