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

AlphaCore Capital’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	$182K	Sell	3,427 -638	-16%	-$33.9K	﹤0.01%	1124
2026 Q1	$216K	Buy	4,065 +706	+21%	+$38K	0.01%	821
2025 Q4	$181K	Buy	3,359 +53	+2%	+$2.87K	﹤0.01%	1010
2025 Q3	$179K	Sell	3,306 -651	-16%	-$34.8K	0.01%	728
2025 Q2	$211K	Sell	3,957 -141	-3%	-$7.36K	0.01%	566
2025 Q1	$215K	Buy	+4,098	New	+$213K	0.02%	425
2024 Q1	–	Sell	-2,111	Closed	-$110K	–	252
2023 Q4	$110K	Buy	2,111 +2,085	+8,019%	+$103K	0.02%	250
2023 Q3	$1.27K	Hold	26	–	–	﹤0.01%	358
2023 Q2	$1.3K	Buy	26 +1	+4%	+$51	﹤0.01%	343
2023 Q1	$1.26K	Buy	+25	New	+$1.27K	﹤0.01%	236
2021 Q3	–	Sell	-1,037	Closed	-$63K	–	133
2021 Q2	$63K	Buy	+1,037	New	+$62.1K	0.03%	53

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

AlphaCore Capital's IGIB Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, selling an estimated $33.9K and leaving 3,427 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

AlphaCore Capital first reported a position in IGIB in Q2 2021 and has held it in 11 quarters since. The position peaked at $216K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

AlphaCore Capital held 3,427 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $182K as of Q2 2026.
AlphaCore Capital sold 638 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $33.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1124 holding.
AlphaCore Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 11 quarters since.
AlphaCore Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $216K in Q1 2026.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.