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Legacy Capital Group California’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Legacy Capital Group California’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 		$777K Sell
14,605
-168
-1% -$8.93K 0.23% 125
2026
Q1 		$786K Buy
14,773
+2,609
+21% +$140K 0.3% 102
2025
Q4 		$655K Sell
12,164
-7,090
-37% -$383K 0.16% 169
2025
Q3 		$1.04M Sell
19,254
-1,454
-7% -$77.8K 0.27% 97
2025
Q2 		$1.1M Sell
20,708
-113
-0.5% -$5.9K 0.31% 82
2025
Q1 		$1.09M Buy
20,821
+6,450
+45% +$335K 0.38% 49
2024
Q4 		$740K Sell
14,371
-537
-4% -$28.1K 0.23% 122
2024
Q3 		$801K Buy
14,908
+2,218
+17% +$117K 0.27% 106
2024
Q2 		$650K Buy
12,690
+588
+5% +$29.9K 0.23% 131
2024
Q1 		$624K Sell
12,102
-1,078
-8% -$55.4K 0.23% 141
2023
Q4 		$685K Buy
13,180
+3,306
+33% +$163K 0.27% 123
2023
Q3 		$480K Sell
9,874
-19,197
-66% -$956K 0.21% 151
2023
Q2 		$1.47M Sell
29,071
-751
-3% -$38.2K 0.61% 27
2023
Q1 		$1.53M Buy
+29,822
New +$1.51M 0.75% 26

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

Legacy Capital Group California's IGIB Position: Q2 2026 in Review

Legacy Capital Group California reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.1% in Q2 2026, selling an estimated $8.93K and leaving 14,605 shares worth $777K. The position accounts for 0.23% of the portfolio, ranked #125.

Legacy Capital Group California first reported a position in IGIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Legacy Capital Group California held 14,605 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $777K as of Q2 2026.
  • Legacy Capital Group California sold 168 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.93K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.23% of Legacy Capital Group California's portfolio in Q2 2026, its #125 holding.
  • Legacy Capital Group California first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.53M in Q1 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.