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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return