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

Panoramic Investment 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	–	Sell	-3,777	Closed	-$201K	–	143
2026 Q1	$201K	Buy	3,777 +21	+0.6%	+$1.13K	0.11%	126
2025 Q4	$202K	Sell	3,756 -319	-8%	-$17.2K	0.11%	123
2025 Q3	$220K	Sell	4,075 -392	-9%	-$21K	0.12%	118
2025 Q2	$238K	Sell	4,467 -151	-3%	-$7.88K	0.15%	103
2025 Q1	$243K	Buy	4,618 +26	+0.6%	+$1.35K	0.16%	101
2024 Q4	$237K	Sell	4,592 -1,626	-26%	-$85.2K	0.15%	103
2024 Q3	$334K	Buy	+6,218	New	+$328K	0.23%	87
2024 Q1	$315K	Buy	6,101 +36	+0.6%	+$1.85K	0.23%	82
2023 Q4	$315K	Sell	6,065 -1,943	-24%	-$96.1K	0.27%	75
2023 Q3	$390K	Buy	+8,008	New	+$399K	0.36%	63
2022 Q4	$463K	Buy	+9,342	New	+$458K	0.47%	51

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 Investment Advisors's IGIB Position: Q2 2026 in Review

Panoramic Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 3,777 shares — an estimated $201K sold.

Panoramic Investment Advisors first reported a position in IGIB in Q4 2022 and held it in 11 quarters. The position peaked at $463K in Q4 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Panoramic Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Panoramic Investment Advisors sold 3,777 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $201K.
Panoramic Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 11 quarters.
Panoramic Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $463K in Q4 2022.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.