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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
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 $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Hofer & Associates's IGIB Position: Q1 2026 in Review

Hofer & Associates reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.6% in Q1 2026, selling an estimated $1.99K and leaving 6,118 shares worth $326K. The position accounts for 0.18% of the portfolio, ranked #45.

Hofer & Associates first reported a position in IGIB in Q2 2023 and has held it in 12 quarters since. The position peaked at $346K in Q1 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Hofer & Associates held 6,118 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $326K as of Q1 2026.
  • Hofer & Associates sold 37 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.99K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.18% of Hofer & Associates's portfolio in Q1 2026, its #45 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 12 quarters since.
  • Hofer & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $346K in Q1 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Hofer & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.