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Winter & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Winter & Associates’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 		$2.25M Buy
42,325
+13,773
+48% +$732K 1.69% 18
2026
Q1 		$1.52M Buy
28,552
+8,075
+39% +$435K 1.33% 24
2025
Q4 		$1.1M Buy
+20,477
New +$1.11M 1.02% 27

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

Winter & Associates's IGIB Position: Q2 2026 in Review

Winter & Associates increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 48% in Q2 2026, buying an estimated $732K and bringing the position to 42,325 shares worth $2.25M. The position accounts for 1.69% of the portfolio, ranked #18.

Winter & Associates first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Winter & Associates held 42,325 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.25M as of Q2 2026.
  • Winter & Associates bought 13,773 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $732K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.69% of Winter & Associates's portfolio in Q2 2026, its #18 holding.
  • Winter & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.