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

Outlook Wealth 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	$2.47M	Buy	46,385 +1,048	+2%	+$55.7K	0.53%	42
2026 Q1	$2.41M	Buy	+45,337	New	+$2.44M	0.58%	36
2023 Q4	–	Sell	-12,170	Closed	-$592K	–	259
2023 Q3	$592K	Sell	12,170 -132	-1%	-$6.57K	0.23%	109
2023 Q2	$622K	Buy	+12,302	New	+$625K	0.24%	111
2021 Q4	–	Sell	-85,840	Closed	-$5.16M	–	216
2021 Q3	$5.16M	Buy	85,840 +2,408	+3%	+$146K	1.69%	12
2021 Q2	$5.05M	Sell	83,432 -3,526	-4%	-$211K	1.61%	12
2021 Q1	$5.15M	Buy	86,958 +58,288	+203%	+$3.53M	1.79%	15
2020 Q4	$1.77M	Sell	28,670 -4,000	-12%	-$245K	0.65%	38
2020 Q3	$1.99M	Buy	32,670 +2,229	+7%	+$136K	0.79%	28
2020 Q2	$1.84M	Sell	30,441 -36,220	-54%	-$2.11M	0.78%	33
2020 Q1	$3.66M	Buy	+66,661	New	+$3.85M	2.07%	10

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Outlook Wealth Advisors's IGIB Position: Q2 2026 in Review

Outlook Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q2 2026, buying an estimated $55.7K and bringing the position to 46,385 shares worth $2.47M. The position accounts for 0.53% of the portfolio, ranked #42.

Outlook Wealth Advisors first reported a position in IGIB in Q1 2020 and has held it in 11 quarters since. The position peaked at $5.16M in Q3 2021. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Outlook Wealth Advisors held 46,385 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.47M as of Q2 2026.
Outlook Wealth Advisors bought 1,048 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $55.7K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.53% of Outlook Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Outlook Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Outlook Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.16M in Q3 2021.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.