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

Mission 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
Q1 		– Sell
-19,693
Closed -$1.06M – 749
2025
Q4 		$1.06M Buy
+19,693
New +$1.06M 0.02% 322

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 22.9% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Mission Wealth Management's IGIB Position: Q1 2026 in Review

Mission Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 19,693 shares — an estimated $1.06M sold.

Mission Wealth Management first reported a position in IGIB in Q4 2025 and held it in 1 quarter. The position peaked at $1.06M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Mission Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 19,693 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.06M.
  • Mission Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Mission Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.06M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.