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

FOCUS 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	$555K	Hold	10,434	–	–	0.26%	46
2026 Q1	$555K	Hold	10,434	–	–	0.27%	46
2025 Q4	$562K	Hold	10,434	–	–	0.26%	46
2025 Q3	$564K	Hold	10,434	–	–	0.27%	45
2025 Q2	$556K	Hold	10,434	–	–	0.29%	45
2025 Q1	$548K	Hold	10,434	–	–	0.3%	43
2024 Q4	$537K	Hold	10,434	–	–	0.29%	45
2024 Q3	$561K	Hold	10,434	–	–	0.28%	44
2024 Q2	$535K	Hold	10,434	–	–	0.27%	43
2024 Q1	$538K	Hold	10,434	–	–	0.29%	43
2023 Q4	$543K	Hold	10,434	–	–	0.34%	37
2023 Q3	$508K	Hold	10,434	–	–	0.35%	42
2023 Q2	$528K	Hold	10,434	–	–	0.36%	41
2023 Q1	$535K	Hold	10,434	–	–	0.35%	40
2022 Q4	$517K	Hold	10,434	–	–	0.36%	40
2022 Q3	$504K	Hold	10,434	–	–	0.36%	39
2022 Q2	$533K	Hold	10,434	–	–	0.37%	35
2022 Q1	$573K	Hold	10,434	–	–	0.34%	34
2021 Q4	$618K	Hold	10,434	–	–	0.37%	31
2021 Q3	$627K	Hold	10,434	–	–	0.42%	31
2021 Q2	$631K	Buy	+10,434	New	+$625K	0.44%	31

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

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

FOCUS Wealth Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 10,434 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #46.

FOCUS Wealth Advisors first reported a position in IGIB in Q2 2021 and has held it in 21 quarters since. The position peaked at $631K in Q2 2021. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

FOCUS Wealth Advisors held 10,434 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $555K as of Q2 2026.
FOCUS Wealth Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.26% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #46 holding.
FOCUS Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
FOCUS Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $631K in Q2 2021.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.