HCA
IGIB icon

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

Heck Capital 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 		$906K Sell
17,032
-1,070
-6% -$56.9K 0.05% 125
2026
Q1 		$963K Buy
18,102
+12,076
+200% +$650K 0.07% 118
2025
Q4 		$325K Buy
+6,026
New +$326K 0.02% 180
2025
Q1 		– Sell
-473
Closed -$24.4K – 500
2024
Q4 		$24.4K Sell
473
-13
-3% -$681 ﹤0.01% 451
2024
Q3 		$26.1K Buy
486
+5
+1% +$264 ﹤0.01% 174
2024
Q2 		$24.6K Buy
481
+5
+1% +$255 ﹤0.01% 172
2024
Q1 		$24.5K Buy
476
+4
+0.8% +$206 ﹤0.01% 170
2023
Q4 		$24.6K Buy
472
+6
+1% +$297 ﹤0.01% 163
2023
Q3 		$22.7K Buy
466
+5
+1% +$249 ﹤0.01% 158
2023
Q2 		$23.3K Buy
461
+4
+0.9% +$203 ﹤0.01% 146
2023
Q1 		$23.4K Buy
457
+11
+2% +$557 ﹤0.01% 133
2022
Q4 		$22.1K Buy
446
+5
+1% +$245 ﹤0.01% 133
2022
Q3 		$21.3K Buy
441
+3
+0.7% +$153 ﹤0.01% 131
2022
Q2 		$22.4K Sell
438
-5,422
-93% -$283K ﹤0.01% 132
2022
Q1 		$322K Sell
5,860
-2,980
-34% -$169K 0.06% 96
2021
Q4 		$524K Buy
8,840
+34
+0.4% +$2.02K 0.1% 84
2021
Q3 		$529K Buy
8,806
+18
+0.2% +$1.09K 0.11% 85
2021
Q2 		$532K Buy
8,788
+14
+0.2% +$838 0.11% 85
2021
Q1 		$520K Buy
8,774
+2,926
+50% +$177K 0.11% 83
2020
Q4 		$361K Sell
5,848
-17
-0.3% -$1.04K 0.09% 83
2020
Q3 		$357K Buy
5,865
+3
+0.1% +$183 0.1% 72
2020
Q2 		$354K Buy
+5,862
New +$342K 0.07% 68

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

Heck Capital Advisors's IGIB Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.9% in Q2 2026, selling an estimated $56.9K and leaving 17,032 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #125.

Heck Capital Advisors first reported a position in IGIB in Q2 2020 and has held it in 22 quarters since. The position peaked at $963K in Q1 2026. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Heck Capital Advisors held 17,032 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $906K as of Q2 2026.
  • Heck Capital Advisors sold 1,070 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $56.9K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Heck Capital Advisors's portfolio in Q2 2026, its #125 holding.
  • Heck Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Heck Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $963K in Q1 2026.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.