Ashton Thomas Private Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Ashton Thomas Private Wealth’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	$589K	Buy	11,076 +1,067	+11%	+$57.4K	0.01%	684
2025 Q4	$539K	Sell	10,009 -35	-0.3%	-$1.89K	0.01%	639
2025 Q3	$543K	Buy	10,044 +2,647	+36%	+$142K	0.01%	630
2025 Q2	$394K	Buy	7,397 +1	+0%	+$52	0.01%	628
2025 Q1	$388K	Sell	7,396 -2	-0%	-$104	0.01%	607
2024 Q4	$381K	Buy	+7,398	New	+$387K	0.01%	586

Other funds holding IGIB

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 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 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ashton Thomas Private Wealth's IGIB Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q1 2026, buying an estimated $57.4K and bringing the position to 11,076 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #684.

Ashton Thomas Private Wealth first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Ashton Thomas Private Wealth held 11,076 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $589K as of Q1 2026.
Ashton Thomas Private Wealth bought 1,067 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $57.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #684 holding.
Ashton Thomas Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 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 Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.