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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
Q2 		$5.2M Sell
97,750
-2,459
-2% -$131K 0.03% 441
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 $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 22.9% 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

Waverly Advisors's IGIB Position: Q2 2026 in Review

Waverly Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.5% in Q2 2026, selling an estimated $131K and leaving 97,750 shares worth $5.2M. The position accounts for 0.03% of the portfolio, ranked #441.

Waverly Advisors first reported a position in IGIB in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.4M in Q3 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Waverly Advisors held 97,750 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.2M as of Q2 2026.
  • Waverly Advisors sold 2,459 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $131K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #441 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 13 quarters since.
  • Waverly Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.4M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.