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J.W. Cole Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

J.W. Cole 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 		$1.52M Buy
+28,541
New +$1.52M 0.03% 601
2026
Q1 		– Sell
-23,981
Closed -$880K – 1091
2025
Q4 		$880K Sell
23,981
-12,865
-35% -$695K 0.02% 677
2025
Q3 		$1.99M Sell
36,846
-6,290
-15% -$336K 0.04% 452
2025
Q2 		$2.3M Buy
43,136
+4,397
+11% +$229K 0.05% 370
2025
Q1 		$2.03M Buy
38,739
+25,405
+191% +$1.32M 0.06% 316
2024
Q4 		$687K Buy
+13,334
New +$698K 0.03% 522
2023
Q3 		– Sell
-4,706
Closed -$238K – 764
2023
Q2 		$238K Sell
4,706
-15,624
-77% -$794K 0.02% 649
2023
Q1 		$1.04M Buy
+20,330
New +$1.03M 0.07% 277
2022
Q2 		– Sell
-10,984
Closed -$603K – 768
2022
Q1 		$603K Sell
10,984
-1,166
-10% -$66.1K 0.04% 402
2021
Q4 		$720K Buy
+12,150
New +$723K 0.05% 365
2021
Q3 		– Sell
-19,997
Closed -$1.21M – 581
2021
Q2 		$1.21M Sell
19,997
-498
-2% -$29.8K 0.1% 242
2021
Q1 		$1.21M Sell
20,495
-1,815
-8% -$110K 0.12% 210
2020
Q4 		$1.38M Buy
22,310
+7,766
+53% +$475K 0.14% 175
2020
Q3 		$884K Buy
14,544
+464
+3% +$28.3K 0.07% 276
2020
Q2 		$850K Buy
+14,080
New +$820K 0.13% 178
2020
Q1 		– Sell
-13,864
Closed -$804K – 286
2019
Q4 		$804K Buy
+13,864
New +$803K 0.1% 219

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

J.W. Cole Advisors's IGIB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 28,541 shares worth $1.52M. The stake represents 0.03% of the portfolio and ranks #601 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IGIB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IGIB in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.3M in Q2 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • J.W. Cole Advisors held 28,541 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.52M as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #601 holding.
  • J.W. Cole Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • J.W. Cole Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.3M in Q2 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.