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4J Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

4J Wealth Management’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 		$684K Sell
12,858
-1,300
-9% -$69.1K 0.34% 51
2026
Q1 		$754K Sell
14,158
-2,128
-13% -$115K 0.43% 43
2025
Q4 		$878K Sell
16,286
-463
-3% -$25K 0.5% 34
2025
Q3 		$906K Sell
16,749
-562
-3% -$30.1K 0.53% 33
2025
Q2 		$923K Sell
17,311
-1,178
-6% -$61.5K 0.62% 31
2025
Q1 		$971K Sell
18,489
-441
-2% -$22.9K 0.77% 27
2024
Q4 		$975K Buy
18,930
+815
+4% +$42.7K 0.79% 25
2024
Q3 		$973K Hold
18,115
– – 0.75% 29
2024
Q2 		$929K Sell
18,115
-3,200
-15% -$163K 0.77% 28
2024
Q1 		$1.1M Sell
21,315
-2,061
-9% -$106K 0.95% 22
2023
Q4 		$1.22M Sell
23,376
-453
-2% -$22.4K 1.11% 26
2023
Q3 		$1.16M Sell
23,829
-978
-4% -$48.7K 1.15% 27
2023
Q2 		$1.25M Hold
24,807
– – 1.22% 24
2023
Q1 		$1.27M Sell
24,807
-780
-3% -$39.5K 1.37% 20
2022
Q4 		$1.27M Sell
25,587
-168
-0.7% -$8.23K 1.47% 20
2022
Q3 		$1.24M Sell
25,755
-1,197
-4% -$61.2K 1.59% 17
2022
Q2 		$1.38M Sell
26,952
-1,591
-6% -$82.9K 1.73% 17
2022
Q1 		$1.57M Sell
28,543
-1,739
-6% -$98.6K 1.37% 18
2021
Q4 		$1.79M Sell
30,282
-502
-2% -$29.9K 1.51% 17
2021
Q3 		$1.85M Sell
30,784
-182
-0.6% -$11.1K 1.61% 14
2021
Q2 		$1.87M Sell
30,966
-2,720
-8% -$163K 1.64% 15
2021
Q1 		$2M Sell
33,686
-2,700
-7% -$163K 1.86% 16
2020
Q4 		$2.25M Buy
+36,386
New +$2.23M 2.16% 11

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

4J Wealth Management's IGIB Position: Q2 2026 in Review

4J Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.2% in Q2 2026, selling an estimated $69.1K and leaving 12,858 shares worth $684K. The position accounts for 0.34% of the portfolio, ranked #51.

4J Wealth Management first reported a position in IGIB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.25M in Q4 2020. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • 4J Wealth Management held 12,858 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $684K as of Q2 2026.
  • 4J Wealth Management sold 1,300 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $69.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.34% of 4J Wealth Management's portfolio in Q2 2026, its #51 holding.
  • 4J Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.25M in Q4 2020.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.