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

Angeles 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
Q1 		$25.3K Hold
475
– – ﹤0.01% 494
2025
Q4 		$25.6K Buy
+475
New +$25.7K ﹤0.01% 435

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Northern Trust
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Envestnet Asset Management
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AssetMark Inc
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
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AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return