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Winthrop Partners - WNY’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Winthrop Partners - WNY’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 		$6.17M Buy
116,030
+1,549
+1% +$82.3K 3.05% 7
2026
Q1 		$6.09M Buy
114,481
+557
+0.5% +$30K 3.25% 6
2025
Q4 		$6.14M Buy
+113,924
New +$6.16M 3.31% 7

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

Winthrop Partners - WNY's IGIB Position: Q2 2026 in Review

Winthrop Partners - WNY increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.4% in Q2 2026, buying an estimated $82.3K and bringing the position to 116,030 shares worth $6.17M. The position accounts for 3.05% of the portfolio, ranked #7.

Winthrop Partners - WNY first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Winthrop Partners - WNY held 116,030 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.17M as of Q2 2026.
  • Winthrop Partners - WNY bought 1,549 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $82.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.05% of Winthrop Partners - WNY's portfolio in Q2 2026, its #7 holding.
  • Winthrop Partners - WNY 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.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.