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JPL Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

JPL Wealth Management’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 		$1.61M Sell
30,253
-1,639
-5% -$87.1K 0.32% 70
2026
Q1 		$1.7M Buy
31,892
+12,874
+68% +$693K 0.39% 71
2025
Q4 		$1.02M Buy
19,018
+5,428
+40% +$293K 0.25% 81
2025
Q3 		$735K Buy
13,590
+526
+4% +$28.1K 0.17% 86
2025
Q2 		$696K Buy
13,064
+587
+5% +$30.6K 0.19% 84
2025
Q1 		$655K Buy
12,477
+2,584
+26% +$134K 0.19% 83
2024
Q4 		$510K Buy
+9,893
New +$518K 0.15% 93

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

JPL Wealth Management's IGIB Position: Q2 2026 in Review

JPL Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.1% in Q2 2026, selling an estimated $87.1K and leaving 30,253 shares worth $1.61M. The position accounts for 0.32% of the portfolio, ranked #70.

JPL Wealth Management first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • JPL Wealth Management held 30,253 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.61M as of Q2 2026.
  • JPL Wealth Management sold 1,639 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $87.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.32% of JPL Wealth Management's portfolio in Q2 2026, its #70 holding.
  • JPL Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • JPL Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.7M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.