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

Waverly Advisors’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
Q1 		$5.33M Buy
100,209
+263
+0.3% +$14.2K 0.04% 401
2025
Q4 		$5.39M Buy
99,946
+118
+0.1% +$6.38K 0.04% 356
2025
Q3 		$5.4M Buy
99,828
+5,543
+6% +$296K 0.05% 308
2025
Q2 		$5.02M Buy
94,285
+12,515
+15% +$653K 0.06% 305
2025
Q1 		$4.29M Buy
81,770
+2,564
+3% +$133K 0.05% 325
2024
Q4 		$4.08M Buy
79,206
+8,207
+12% +$430K 0.06% 248
2024
Q3 		$3.81M Buy
70,999
+2,179
+3% +$115K 0.07% 227
2024
Q2 		$3.53M Buy
68,820
+56,474
+457% +$2.88M 0.07% 231
2024
Q1 		$637K Buy
+12,346
New +$635K 0.02% 434
2023
Q2 		– Sell
-4,340
Closed -$223K – 367
2023
Q1 		$223K Sell
4,340
-2,628
-38% -$133K 0.01% 269
2022
Q4 		$345K Buy
6,968
+2,550
+58% +$125K 0.02% 209
2022
Q3 		$213K Buy
+4,418
New +$226K 0.02% 228

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Waverly Advisors's IGIB Position: Q1 2026 in Review

Waverly Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.26% in Q1 2026, buying an estimated $14.2K and bringing the position to 100,209 shares worth $5.33M. The position accounts for 0.04% of the portfolio, ranked #401.

Waverly Advisors first reported a position in IGIB in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.4M in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Waverly Advisors held 100,209 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.33M as of Q1 2026.
  • Waverly Advisors bought 263 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $14.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #401 holding.
  • Waverly Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • Waverly Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.4M in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.