Beacon Capital Management Inc (Ohio)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$264K	Buy	4,963 +611	+14%	+$32.5K	0.02%	58
2026 Q1	$232K	Buy	4,352 +2,439	+127%	+$131K	0.01%	57
2025 Q4	$103K	Buy	1,913 +1,440	+304%	+$77.8K	0.01%	58
2025 Q3	$25.6K	Buy	+473	New	+$25.3K	﹤0.01%	75
2016 Q1	–	Sell	-22	Closed	-$1K	–	259
2015 Q4	$1K	Hold	22	–	–	﹤0.01%	222
2015 Q3	$1K	Buy	+22	New	+$1.19K	﹤0.01%	219
2014 Q2	–	Sell	-36	Closed	-$2K	–	248
2014 Q1	$2K	Buy	+36	New	+$1.96K	﹤0.01%	209

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s IGIB Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 14% in Q2 2026, buying an estimated $32.5K and bringing the position to 4,963 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #58.

Beacon Capital Management Inc (Ohio) first reported a position in IGIB in Q1 2014 and has held it in 7 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 4,963 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $264K as of Q2 2026.
Beacon Capital Management Inc (Ohio) bought 611 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $32.5K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #58 holding.
Beacon Capital Management Inc (Ohio) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2014 and has held it in 7 quarters since.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.