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Panoramic Capital Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Panoramic Capital Partners’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 		$875K Hold
16,435
– – 0.54% 19
2025
Q4 		$886K Sell
16,435
-90
-0.5% -$4.87K 0.54% 19
2025
Q3 		$894K Hold
16,525
– – 0.57% 18
2025
Q2 		$875K Hold
16,525
– – 0.61% 18
2025
Q1 		$848K Hold
16,525
– – 0.87% 14
2024
Q4 		$851K Buy
+16,525
New +$865K 0.75% 18

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

Panoramic Capital Partners's IGIB Position: Q1 2026 in Review

Panoramic Capital Partners held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2026 at 16,435 shares worth $875K. The position accounts for 0.54% of the portfolio, ranked #19.

Panoramic Capital Partners first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $894K in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Panoramic Capital Partners held 16,435 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $875K as of Q1 2026.
  • Panoramic Capital Partners left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.54% of Panoramic Capital Partners's portfolio in Q1 2026, its #19 holding.
  • Panoramic Capital Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Panoramic Capital Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $894K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.