Wealth Enhancement Advisory Services
IGIB icon

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

Wealth Enhancement Advisory Services’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 		$63.9M Buy
1,213,272
+140,903
+13% +$7.49M 0.11% 173
2026
Q1 		$57M Sell
1,072,369
-279,761
-21% -$15.1M 0.12% 161
2025
Q4 		$73M Buy
1,352,130
+814,487
+151% +$44M 0.1% 199
2025
Q3 		$29M Buy
537,643
+118,488
+28% +$6.34M 0.04% 350
2025
Q2 		$22.2M Buy
419,155
+22,492
+6% +$1.17M 0.04% 391
2025
Q1 		$20.8M Sell
396,663
-176,628
-31% -$9.17M 0.04% 386
2024
Q4 		$29.5M Buy
573,291
+280,621
+96% +$14.7M 0.06% 298
2024
Q3 		$15.7M Buy
292,670
+9,173
+3% +$484K 0.03% 400
2024
Q2 		$14.5M Buy
283,497
+32,468
+13% +$1.65M 0.03% 393
2024
Q1 		$13M Buy
251,029
+19,363
+8% +$995K 0.03% 408
2023
Q4 		$12M Buy
231,666
+21,250
+10% +$1.05M 0.04% 390
2023
Q3 		$10.2M Buy
+210,416
New +$10.5M 0.03% 402
2021
Q3 		– Sell
-4,957
Closed -$301K – 313
2021
Q2 		$301K Buy
4,957
+9
+0.2% +$539 ﹤0.01% 252
2021
Q1 		$294K Buy
4,948
+4
+0.1% +$242 0.01% 243
2020
Q4 		$303K Sell
4,944
-3,181
-39% -$195K 0.01% 204
2020
Q3 		$496K Sell
8,125
-201
-2% -$12.3K 0.01% 191
2020
Q2 		$509K Buy
+8,326
New +$485K 0.01% 187
2020
Q1 		– Sell
-76,374
Closed -$4.43M – 247
2019
Q4 		$4.43M Buy
76,374
+14,815
+24% +$858K 0.16% 67
2019
Q3 		$3.55M Buy
61,559
+44,107
+253% +$2.53M 0.14% 69
2019
Q2 		$994K Buy
+17,452
New +$968K 0.04% 162

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

Wealth Enhancement Advisory Services's IGIB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $7.49M and bringing the position to 1,213,272 shares worth $63.9M. The position accounts for 0.11% of the portfolio, ranked #173.

Wealth Enhancement Advisory Services first reported a position in IGIB in Q2 2019 and has held it in 20 quarters since. The position peaked at $73M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,213,272 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $63.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 140,903 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.49M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #173 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $73M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.