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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return