Y.D. More Investments’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Y.D. More Investments’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	$406K	Buy	7,660 +2,780	+57%	+$148K	0.01%	181
2026 Q1	$258K	Buy	4,880 +580	+13%	+$31.2K	0.01%	184
2025 Q4	$232K	Hold	4,300	–	–	0.01%	190
2025 Q3	$232K	Sell	4,300 -150	-3%	-$8.02K	0.01%	192
2025 Q2	$236K	Buy	4,450 +3,250	+271%	+$170K	0.02%	190
2025 Q1	$63K	Buy	+1,200	New	+$62.3K	0.01%	296

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Y.D. More Investments's IGIB Position: Q2 2026 in Review

Y.D. More Investments increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 57% in Q2 2026, buying an estimated $148K and bringing the position to 7,660 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #181.

Y.D. More Investments first reported a position in IGIB in Q1 2025 and has held it in 6 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Y.D. More Investments held 7,660 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $406K as of Q2 2026.
Y.D. More Investments bought 2,780 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $148K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #181 holding.
Y.D. More Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.