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Beacon Pointe Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Beacon Pointe Advisors’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 		$499K Sell
9,394
-42,104
-82% -$2.24M ﹤0.01% 1340
2026
Q1 		$2.74M Buy
51,498
+43,751
+565% +$2.35M 0.01% 641
2025
Q4 		$417K Buy
+7,747
New +$419K ﹤0.01% 1129
2020
Q3 		– Sell
-5,261
Closed -$319K – 413
2020
Q2 		$319K Buy
+5,261
New +$307K 0.03% 292

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

Beacon Pointe Advisors's IGIB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 82% in Q2 2026, selling an estimated $2.24M and leaving 9,394 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Beacon Pointe Advisors first reported a position in IGIB in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.74M in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Beacon Pointe Advisors held 9,394 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $499K as of Q2 2026.
  • Beacon Pointe Advisors sold 42,104 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.24M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1340 holding.
  • Beacon Pointe Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.74M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.