WANY
IGIB icon

Wealthspire Advisors (New York)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wealthspire Advisors (New York)’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 		$19.8M Buy
+373,105
New +$19.8M 0.11% 120
2025
Q4 		– Sell
-119
Closed -$6.44K – 1915
2025
Q3 		$6.44K Buy
+119
New +$6.37K ﹤0.01% 2232
2022
Q4 		– Sell
-8,891
Closed -$429K – 593
2022
Q3 		$429K Buy
+8,891
New +$455K 0.01% 364

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

Wealthspire Advisors (New York)'s IGIB Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 373,105 shares worth $19.8M. The stake represents 0.11% of the portfolio and ranks #120 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IGIB as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IGIB in Q3 2022 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Wealthspire Advisors (New York) held 373,105 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $19.8M as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #120 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.