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World Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

World Investment 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 		$13.5M Sell
254,606
-4,111
-2% -$219K 0.22% 96
2026
Q1 		$13.8M Buy
258,717
+24,136
+10% +$1.3M 0.22% 93
2025
Q4 		$12.6M Buy
234,581
+28,748
+14% +$1.55M 0.21% 108
2025
Q3 		$11.1M Buy
205,833
+15,473
+8% +$828K 0.23% 94
2025
Q2 		$10.1M Sell
190,360
-3,323
-2% -$173K 0.23% 99
2025
Q1 		$10.2M Sell
193,683
-64,262
-25% -$3.34M 0.26% 86
2024
Q4 		$13.3M Buy
257,945
+46,649
+22% +$2.44M 0.36% 52
2024
Q3 		$11.4M Buy
211,296
+204,374
+2,953% +$10.8M 0.36% 63
2024
Q2 		$355K Buy
+6,922
New +$352K 0.02% 460
2024
Q1 		– Sell
-5,561
Closed -$289K – 427
2023
Q4 		$289K Sell
5,561
-8,205
-60% -$406K 0.04% 314
2023
Q3 		$670K Buy
13,766
+472
+4% +$23.5K 0.13% 119
2023
Q2 		$672K Buy
13,294
+7,363
+124% +$374K 0.13% 116
2023
Q1 		$304K Sell
5,931
-25
-0.4% -$1.27K 0.06% 179
2022
Q4 		$295K Sell
5,956
-6,046
-50% -$296K 0.07% 176
2022
Q3 		$579K Buy
12,002
+14
+0.1% +$716 0.14% 117
2022
Q2 		$631K Buy
11,988
+2,961
+33% +$154K 0.13% 123
2022
Q1 		$495K Buy
9,027
+3,475
+63% +$197K 0.1% 146
2021
Q4 		$314K Sell
5,552
-1,553
-22% -$92.4K 0.07% 201
2021
Q3 		$427K Sell
7,105
-2,620
-27% -$159K 0.1% 145
2021
Q2 		$589K Buy
9,725
+261
+3% +$15.6K 0.13% 108
2021
Q1 		$564K Sell
9,464
-498
-5% -$30.1K 0.14% 112
2020
Q4 		$610K Buy
9,962
+1,781
+22% +$109K 0.15% 105
2020
Q3 		$497K Buy
8,181
+1,998
+32% +$122K 0.17% 89
2020
Q2 		$378K Sell
6,183
-2,220
-26% -$129K 0.13% 102
2020
Q1 		$461K Buy
8,403
+771
+10% +$44.5K 0.21% 73
2019
Q4 		$443K Buy
+7,632
New +$442K 0.17% 80

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

World Investment Advisors's IGIB Position: Q2 2026 in Review

World Investment Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.6% in Q2 2026, selling an estimated $219K and leaving 254,606 shares worth $13.5M. The position accounts for 0.22% of the portfolio, ranked #96.

World Investment Advisors first reported a position in IGIB in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.8M in Q1 2026. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • World Investment Advisors held 254,606 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.5M as of Q2 2026.
  • World Investment Advisors sold 4,111 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $219K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.22% of World Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • World Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • World Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $13.8M in Q1 2026.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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