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Omega Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Omega Financial Group’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
-8,829
Closed -$476K – 107
2025
Q4 		$476K Hold
8,829
– – 0.16% 70
2025
Q3 		$478K Buy
8,829
+84
+1% +$4.49K 0.16% 72
2025
Q2 		$466K Hold
8,745
– – 0.17% 71
2025
Q1 		$459K Buy
8,745
+174
+2% +$9.04K 0.18% 64
2024
Q4 		$441K Buy
8,571
+128
+2% +$6.7K 0.17% 62
2024
Q3 		$454K Sell
8,443
-93
-1% -$4.9K 0.17% 62
2024
Q2 		$438K Buy
8,536
+77
+0.9% +$3.92K 0.18% 65
2024
Q1 		$436K Sell
8,459
-1,898
-18% -$97.5K 0.18% 65
2023
Q4 		$539K Buy
10,357
+395
+4% +$19.5K 0.23% 62
2023
Q3 		$485K Buy
9,962
+159
+2% +$7.92K 0.24% 62
2023
Q2 		$496K Sell
9,803
-273
-3% -$13.9K 0.23% 62
2023
Q1 		$517K Sell
10,076
-14,548
-59% -$737K 0.24% 60
2022
Q4 		$1.22M Buy
24,624
+742
+3% +$36.4K 0.63% 43
2022
Q3 		$1.15M Hold
23,882
– – 0.6% 38
2022
Q2 		$1.22M Sell
23,882
-2,899
-11% -$151K 0.59% 40
2022
Q1 		$1.47M Buy
+26,781
New +$1.52M 0.64% 35

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 $58.2B AUM 22.78% 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

Omega Financial Group's IGIB Position: Q1 2026 in Review

Omega Financial Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 8,829 shares — an estimated $476K sold.

Omega Financial Group first reported a position in IGIB in Q1 2022 and held it in 16 quarters. The position peaked at $1.47M in Q1 2022. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Omega Financial Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Omega Financial Group sold 8,829 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $476K.
  • Omega Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and held it in 16 quarters.
  • Omega Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.47M in Q1 2022.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Omega Financial Group's 13F filing for Q1 2026, filed 12 May 2026.