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

Golden State 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 		$22.7K Buy
426
+5
+1% +$266 ﹤0.01% 931
2026
Q1 		$22.4K Buy
421
+3
+0.7% +$161 ﹤0.01% 888
2025
Q4 		$22.5K Buy
+418
New +$22.6K ﹤0.01% 897
2020
Q2 		– Sell
-2,779
Closed -$153K – 578
2020
Q1 		$153K Buy
+2,779
New +$160K 0.07% 190

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

Golden State Wealth Management's IGIB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q2 2026, buying an estimated $266 and bringing the position to 426 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Golden State Wealth Management first reported a position in IGIB in Q1 2020 and has held it in 4 quarters since. The position peaked at $153K in Q1 2020. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Golden State Wealth Management held 426 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $22.7K as of Q2 2026.
  • Golden State Wealth Management bought 5 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $266.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #931 holding.
  • Golden State Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • Golden State Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $153K in Q1 2020.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.