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

Paladin Advisory 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
2022
Q4 		– Sell
-133
Closed -$6K – 273
2022
Q3 		$6K Sell
133
-4,340
-97% -$222K 0.01% 236
2022
Q2 		$228K Buy
+4,473
New +$233K 0.2% 81
2022
Q1 		– Sell
-39,003
Closed -$2.31M – 377
2021
Q4 		$2.31M Buy
+39,003
New +$2.32M 1.88% 14

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

Paladin Advisory Group's IGIB Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.1% in Q2 2026, selling an estimated $16.3K and leaving 3,059 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #97.

Paladin Advisory Group first reported a position in IGIB in Q1 2022 and has held it in 14 quarters since. The position peaked at $334K in Q1 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Paladin Advisory Group held 3,059 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $163K as of Q2 2026.
  • Paladin Advisory Group sold 306 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Paladin Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Paladin Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $334K in Q1 2024.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.