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Goldstone Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Goldstone Financial Group’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 		$6.94M Sell
130,482
-24,609
-16% -$1.31M 0.63% 43
2026
Q1 		$8.25M Sell
155,091
-2,082
-1% -$112K 0.9% 31
2025
Q4 		$8.47M Buy
157,173
+5,454
+4% +$295K 0.94% 34
2025
Q3 		$8.21M Buy
151,719
+580
+0.4% +$31K 0.97% 34
2025
Q2 		$8.01M Sell
151,139
-47,851
-24% -$2.5M 1.06% 30
2025
Q1 		$10.5M Sell
198,990
-13,131
-6% -$682K 1.58% 19
2024
Q4 		$10.9M Sell
212,121
-16,629
-7% -$871K 1.71% 16
2024
Q3 		$12.3M Buy
228,750
+74,268
+48% +$3.92M 2.14% 9
2024
Q2 		$7.92M Buy
154,482
+6,574
+4% +$335K 1.59% 19
2024
Q1 		$7.63M Buy
147,908
+12,177
+9% +$626K 1.75% 18
2023
Q4 		$7.06M Buy
+135,731
New +$6.71M 1.82% 15

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

Goldstone Financial Group's IGIB Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, selling an estimated $1.31M and leaving 130,482 shares worth $6.94M. The position accounts for 0.63% of the portfolio, ranked #43.

Goldstone Financial Group first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Goldstone Financial Group held 130,482 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.94M as of Q2 2026.
  • Goldstone Financial Group sold 24,609 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.63% of Goldstone Financial Group's portfolio in Q2 2026, its #43 holding.
  • Goldstone Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Goldstone Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.3M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.