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

EPG 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 		$24K Buy
451
+2
+0.4% +$106 0.01% 257
2026
Q1 		$23.9K Buy
449
+2
+0.4% +$108 0.01% 255
2025
Q4 		$24.1K Buy
447
+3
+0.7% +$162 0.01% 253
2025
Q3 		$24K Buy
444
+2
+0.5% +$107 0.01% 254
2025
Q2 		$23.6K Buy
442
+2
+0.5% +$104 0.01% 249
2025
Q1 		$23.1K Sell
440
-208
-32% -$10.8K 0.01% 334
2024
Q4 		$33.4K Buy
648
+3
+0.5% +$157 0.01% 318
2024
Q3 		$34.7K Buy
+645
New +$34K 0.01% 318
2024
Q2 		– Sell
-879
Closed -$44.8K – 337
2024
Q1 		$45.3K Buy
879
+1
+0.1% +$51 0.01% 320
2023
Q4 		$44.6K Buy
878
+3
+0.3% +$148 0.01% 312
2023
Q3 		$42.6K Sell
875
-183
-17% -$9.11K 0.01% 305
2023
Q2 		$53.5K Sell
1,058
-791
-43% -$40.2K 0.02% 291
2023
Q1 		$94.8K Buy
1,849
+1,689
+1,056% +$85.6K 0.03% 267
2022
Q4 		$7.93K Buy
160
+2
+1% +$98 ﹤0.01% 342
2022
Q3 		$8K Buy
+158
New +$8.08K ﹤0.01% 342
2022
Q2 		– Sell
-156
Closed -$9K – 294
2022
Q1 		$9K Sell
156
-707
-82% -$40.1K ﹤0.01% 356
2021
Q4 		$51K Buy
863
+7
+0.8% +$417 0.02% 290
2021
Q3 		$51K Buy
+856
New +$52K 0.02% 272
2020
Q2 		– Sell
-754
Closed -$41K – 429
2020
Q1 		$41K Buy
754
+650
+625% +$37.5K 0.03% 307
2019
Q4 		$6K Buy
+104
New +$6.02K ﹤0.01% 485

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

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

EPG Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.45% in Q2 2026, buying an estimated $106 and bringing the position to 451 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #257.

EPG Wealth Management first reported a position in IGIB in Q4 2019 and has held it in 20 quarters since. The position peaked at $94.8K in Q1 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • EPG Wealth Management held 451 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $24K as of Q2 2026.
  • EPG Wealth Management bought 2 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $106.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #257 holding.
  • EPG Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • EPG Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $94.8K 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 EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.