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

CoreCap 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 		$9.73M Buy
183,028
+20,520
+13% +$1.09M 0.29% 63
2026
Q1 		$8.65M Buy
162,508
+9,307
+6% +$501K 0.29% 74
2025
Q4 		$8.25M Buy
153,201
+59,573
+64% +$3.22M 0.29% 64
2025
Q3 		$5.06M Buy
93,628
+3,344
+4% +$179K 0.18% 96
2025
Q2 		$4.81M Buy
90,284
+6,378
+8% +$333K 0.19% 95
2025
Q1 		$4.41M Buy
83,906
+14,565
+21% +$757K 0.19% 99
2024
Q4 		$3.57M Buy
69,341
+12,720
+22% +$666K 0.16% 124
2024
Q3 		$3.04M Buy
+56,621
New +$2.99M 0.14% 150
2024
Q2 		– Sell
-43,418
Closed -$2.24M – 2062
2024
Q1 		$2.24M Buy
43,418
+29,641
+215% +$1.52M 0.12% 171
2023
Q4 		$716K Sell
13,777
-10,868
-44% -$537K 0.05% 293
2023
Q3 		$1.2M Buy
+24,645
New +$1.23M 0.09% 214
2022
Q4 		$15.1K Buy
+305
New +$15K ﹤0.01% 1397
2022
Q3 		– Sell
-466
Closed -$24K – 1246
2022
Q2 		$24K Buy
+466
New +$24.3K ﹤0.01% 1179
2022
Q1 		– Sell
-821
Closed -$49K – 1251
2021
Q4 		$49K Buy
+821
New +$48.9K ﹤0.01% 1007

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

CoreCap Advisors's IGIB Position: Q2 2026 in Review

CoreCap Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $1.09M and bringing the position to 183,028 shares worth $9.73M. The position accounts for 0.29% of the portfolio, ranked #63.

CoreCap Advisors first reported a position in IGIB in Q4 2021 and has held it in 14 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • CoreCap Advisors held 183,028 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.73M as of Q2 2026.
  • CoreCap Advisors bought 20,520 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.09M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.29% of CoreCap Advisors's portfolio in Q2 2026, its #63 holding.
  • CoreCap Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.