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

AMJ Financial 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 		$9.96M Hold
187,237
– – 2.35% 15
2026
Q1 		$9.96M Sell
187,237
-130
-0.1% -$7K 2.35% 15
2025
Q4 		$10.1M Buy
187,367
+3,432
+2% +$186K 2.39% 14
2025
Q3 		$9.95M Buy
183,935
+13,723
+8% +$734K 2.37% 16
2025
Q2 		$9.07M Buy
170,212
+84,636
+99% +$4.42M 2.26% 21
2025
Q1 		$4.49M Buy
+85,576
New +$4.44M 1.33% 35

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

AMJ Financial Wealth Management's IGIB Position: Q2 2026 in Review

AMJ Financial Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 187,237 shares worth $9.96M. The position accounts for 2.35% of the portfolio, ranked #15.

AMJ Financial Wealth Management first reported a position in IGIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • AMJ Financial Wealth Management held 187,237 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.96M as of Q2 2026.
  • AMJ Financial Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.35% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #15 holding.
  • AMJ Financial Wealth Management 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.
  • AMJ Financial Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.1M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.