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

Axxcess 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 		$621K Sell
11,685
-100
-0.8% -$5.32K 0.01% 651
2026
Q1 		$627K Buy
11,785
+319
+3% +$17.2K 0.02% 279
2025
Q4 		$618K Buy
11,466
+1,485
+15% +$80.3K 0.01% 636
2025
Q3 		$540K Sell
9,981
-181
-2% -$9.68K 0.01% 600
2025
Q2 		$542K Buy
10,162
+368
+4% +$19.2K 0.01% 572
2025
Q1 		$514K Buy
9,794
+5,311
+118% +$276K 0.01% 544
2024
Q4 		$231K Buy
+4,483
New +$235K 0.01% 762
2024
Q2 		– Sell
-19,914
Closed -$1.03M – 901
2024
Q1 		$1.03M Sell
19,914
-15,173
-43% -$780K 0.03% 366
2023
Q4 		$1.82M Sell
35,087
-1,238
-3% -$61.2K 0.05% 260
2023
Q3 		$1.77M Sell
36,325
-812
-2% -$40.4K 0.06% 225
2023
Q2 		$1.88M Sell
37,137
-9,768
-21% -$496K 0.14% 143
2023
Q1 		$2.41M Buy
46,905
+2,841
+6% +$144K 0.18% 117
2022
Q4 		$2.18M Buy
44,064
+36,741
+502% +$1.8M 0.18% 115
2022
Q3 		$354K Sell
7,323
-597
-8% -$30.5K 0.03% 372
2022
Q2 		$404K Buy
7,920
+270
+4% +$14.1K 0.04% 347
2022
Q1 		$420K Buy
7,650
+2,125
+38% +$120K 0.03% 395
2021
Q4 		$327K Buy
+5,525
New +$329K 0.02% 453

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

Axxcess Wealth Management's IGIB Position: Q2 2026 in Review

Axxcess Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.85% in Q2 2026, selling an estimated $5.32K and leaving 11,685 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #651.

Axxcess Wealth Management first reported a position in IGIB in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.41M in Q1 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Axxcess Wealth Management held 11,685 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $621K as of Q2 2026.
  • Axxcess Wealth Management sold 100 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.32K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Axxcess Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.41M in Q1 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.