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

Apollon 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 		$2.55M Buy
47,974
+38,418
+402% +$2.07M 0.04% 336
2025
Q4 		$515K Sell
9,556
-1,954
-17% -$106K 0.01% 825
2025
Q3 		$623K Buy
11,510
+1,829
+19% +$97.8K 0.01% 746
2025
Q2 		$516K Buy
9,681
+169
+2% +$8.82K 0.01% 794
2025
Q1 		$500K Sell
9,512
-352
-4% -$18.3K 0.01% 747
2024
Q4 		$508K Sell
9,864
-801
-8% -$41.9K 0.01% 753
2024
Q3 		$573K Sell
10,665
-272
-2% -$14.3K 0.02% 658
2024
Q2 		$561K Sell
10,937
-1,484
-12% -$75.6K 0.02% 636
2024
Q1 		$641K Sell
12,421
-1,722
-12% -$88.5K 0.02% 606
2023
Q4 		$735K Buy
14,143
+9,995
+241% +$494K 0.03% 552
2023
Q3 		$202K Buy
+4,148
New +$207K 0.01% 835
2023
Q2 		– Sell
-5,946
Closed -$305K – 968
2023
Q1 		$305K Buy
5,946
+1,063
+22% +$53.8K 0.02% 674
2022
Q4 		$242K Buy
4,883
+349
+8% +$17.1K 0.02% 729
2022
Q3 		$219K Sell
4,534
-1,271
-22% -$65K 0.02% 700
2022
Q2 		$296K Sell
5,805
-8,020
-58% -$418K 0.02% 567
2022
Q1 		$759K Sell
13,825
-282
-2% -$16K 0.05% 355
2021
Q4 		$836K Buy
+14,107
New +$840K 0.06% 331
2020
Q3 		– Sell
-90
Closed -$5K – 391
2020
Q2 		$5K Buy
+90
New +$5.24K ﹤0.01% 562

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Apollon Wealth Management's IGIB Position: Q1 2026 in Review

Apollon Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 402% in Q1 2026, buying an estimated $2.07M and bringing the position to 47,974 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #336.

Apollon Wealth Management first reported a position in IGIB in Q2 2020 and has held it in 18 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Apollon Wealth Management held 47,974 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.55M as of Q1 2026.
  • Apollon Wealth Management bought 38,418 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $2.07M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Apollon Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Apollon Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.