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 Q2	$874K	Hold	16,435	–	–	0.41%	21
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 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

Panoramic Capital Partners's IGIB Position: Q2 2026 in Review

Panoramic Capital Partners held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 16,435 shares worth $874K. The position accounts for 0.41% of the portfolio, ranked #21.

Panoramic Capital Partners first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $894K in Q3 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Panoramic Capital Partners held 16,435 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $874K as of Q2 2026.
Panoramic Capital Partners left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.41% of Panoramic Capital Partners's portfolio in Q2 2026, its #21 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 7 quarters since.
Panoramic Capital Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $894K in Q3 2025.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.