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

EP Wealth 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 		$3.9M Sell
73,436
-84,561
-54% -$4.49M 0.01% 436
2026
Q1 		$8.41M Buy
157,997
+120,644
+323% +$6.49M 0.04% 236
2025
Q4 		$2.01M Buy
+37,353
New +$2.02M 0.01% 446
2025
Q2 		$802K Sell
15,051
-1,412
-9% -$73.7K 0.01% 626
2025
Q1 		$865K Sell
16,463
-1,219
-7% -$63.3K 0.01% 540
2024
Q4 		$911K Buy
+17,682
New +$926K 0.01% 528
2024
Q3 		– Sell
-2,726
Closed -$140K – 1194
2024
Q2 		$140K Sell
2,726
-2,556
-48% -$130K ﹤0.01% 795
2024
Q1 		$273K Sell
5,282
-198
-4% -$10.2K ﹤0.01% 659
2023
Q4 		$285K Buy
+5,480
New +$271K ﹤0.01% 629
2021
Q2 		– Sell
-5,765
Closed -$341K – 542
2021
Q1 		$341K Buy
5,765
+1
+0% +$60 0.01% 386
2020
Q4 		$356K Sell
5,764
-605
-9% -$37K 0.01% 323
2020
Q3 		$387K Buy
6,369
+2
+0% +$122 0.02% 260
2020
Q2 		$384K Sell
6,367
-599
-9% -$34.9K 0.02% 277
2020
Q1 		$383K Buy
6,966
+1,132
+19% +$65.4K 0.02% 283
2019
Q4 		$338K Hold
5,834
– – 0.01% 319
2019
Q3 		$338K Buy
5,834
+2,200
+61% +$126K 0.02% 262
2019
Q2 		$207K Buy
+3,634
New +$202K 0.01% 295

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

EP Wealth Advisors's IGIB Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 54% in Q2 2026, selling an estimated $4.49M and leaving 73,436 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #436.

EP Wealth Advisors first reported a position in IGIB in Q2 2019 and has held it in 17 quarters since. The position peaked at $8.41M in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • EP Wealth Advisors held 73,436 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.9M as of Q2 2026.
  • EP Wealth Advisors sold 84,561 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $4.49M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #436 holding.
  • EP Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • EP Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.41M 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.