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Hofer & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hofer & Associates’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 		$349K Buy
6,568
+450
+7% +$23.9K 0.17% 49
2026
Q1 		$326K Sell
6,118
-37
-0.6% -$1.99K 0.18% 45
2025
Q4 		$332K Sell
6,155
-100
-2% -$5.41K 0.18% 44
2025
Q3 		$338K Sell
6,255
-199
-3% -$10.6K 0.19% 43
2025
Q2 		$344K Sell
6,454
-125
-2% -$6.52K 0.21% 42
2025
Q1 		$346K Buy
6,579
+58
+0.9% +$3.01K 0.23% 44
2024
Q4 		$336K Buy
6,521
+310
+5% +$16.2K 0.23% 41
2024
Q3 		$334K Buy
6,211
+10
+0.2% +$527 0.23% 41
2024
Q2 		$318K Buy
6,201
+49
+0.8% +$2.5K 0.25% 40
2024
Q1 		$317K Sell
6,152
-214
-3% -$11K 0.27% 41
2023
Q4 		$331K Buy
6,366
+446
+8% +$22K 0.31% 39
2023
Q3 		$288K Buy
5,920
+145
+3% +$7.22K 0.3% 39
2023
Q2 		$292K Buy
+5,775
New +$293K 0.28% 42

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

Hofer & Associates's IGIB Position: Q2 2026 in Review

Hofer & Associates increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 6,568 shares worth $349K. The position accounts for 0.17% of the portfolio, ranked #49.

Hofer & Associates first reported a position in IGIB in Q2 2023 and has held it in 13 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Hofer & Associates held 6,568 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $349K as of Q2 2026.
  • Hofer & Associates bought 450 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $23.9K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.17% of Hofer & Associates's portfolio in Q2 2026, its #49 holding.
  • Hofer & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.