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

Vise Technologies’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 		$6.67M Buy
125,443
+44,347
+55% +$2.36M 0.08% 218
2026
Q1 		$4.37M Hold
81,096
– – 0.09% 196
2025
Q4 		$4.37M Buy
81,096
+12,370
+18% +$669K 0.09% 197
2025
Q3 		$3.72M Sell
68,726
-6,912
-9% -$370K 0.14% 147
2025
Q2 		$4.03M Buy
+75,638
New +$3.95M 0.17% 136
2024
Q4 		$3.52M Buy
68,403
+12,484
+22% +$654K 0.29% 67
2024
Q3 		$3M Buy
55,919
+1,065
+2% +$56.2K 0.38% 58
2024
Q2 		$2.81M Buy
54,854
+12,236
+29% +$623K 0.49% 43
2024
Q1 		$2.2M Sell
42,618
-1,254
-3% -$64.4K 0.43% 56
2023
Q4 		$2.28M Sell
43,872
-4,254
-9% -$210K 0.49% 50
2023
Q3 		$2.34M Buy
48,126
+15,860
+49% +$790K 0.58% 39
2023
Q2 		$1.63M Buy
32,266
+5,185
+19% +$263K 0.4% 59
2023
Q1 		$1.39M Buy
27,081
+7,149
+36% +$362K 0.37% 64
2022
Q4 		$987K Sell
19,932
-769
-4% -$37.7K 0.31% 76
2022
Q3 		$999K Sell
20,701
-13,874
-40% -$709K 0.38% 54
2022
Q2 		$1.76M Buy
+34,575
New +$1.8M 0.69% 30

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

Vise Technologies's IGIB Position: Q2 2026 in Review

Vise Technologies increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 55% in Q2 2026, buying an estimated $2.36M and bringing the position to 125,443 shares worth $6.67M. The position accounts for 0.08% of the portfolio, ranked #218.

Vise Technologies first reported a position in IGIB in Q2 2022 and has held it in 16 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Vise Technologies held 125,443 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.67M as of Q2 2026.
  • Vise Technologies bought 44,347 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.36M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.08% of Vise Technologies's portfolio in Q2 2026, its #218 holding.
  • Vise Technologies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.