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

Peddock Capital 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
Q3 		$785K Hold
15,583
– – 0.15% 95
2026
Q2 		$829K Buy
15,583
+733
+5% +$39K 0.17% 92
2026
Q1 		$790K Hold
14,850
– – 0.17% 91
2025
Q4 		$800K Sell
14,850
-4,163
-22% -$225K 0.17% 89
2025
Q3 		$1.03M Hold
19,013
– – 0.22% 78
2025
Q2 		$1.01M Sell
19,013
-235
-1% -$12.3K 0.23% 78
2025
Q1 		$1.01M Sell
19,248
-1,877
-9% -$97.5K 0.26% 77
2024
Q4 		$1.09M Sell
21,125
-90
-0.4% -$4.71K 0.26% 76
2024
Q3 		$1.14M Sell
21,215
-1
-0% -$53 0.27% 75
2024
Q2 		$1.09M Hold
21,216
– – 0.28% 77
2024
Q1 		$1.09M Sell
21,216
-50
-0.2% -$2.57K 0.29% 79
2023
Q4 		$1.11M Sell
21,266
-3,860
-15% -$191K 0.34% 71
2023
Q3 		$1.22M Buy
25,126
+607
+2% +$30.2K 0.41% 60
2023
Q2 		$1.24M Buy
24,519
+8,977
+58% +$456K 0.41% 59
2023
Q1 		$797K Buy
15,542
+1,696
+12% +$85.9K 0.28% 78
2022
Q4 		$686K Buy
13,846
+3,208
+30% +$157K 0.27% 79
2022
Q3 		$514K Sell
10,638
-260
-2% -$13.3K 0.21% 103
2022
Q2 		$556K Sell
10,898
-1,633
-13% -$85.1K 0.22% 101
2022
Q1 		$688K Sell
12,531
-275
-2% -$15.6K 0.22% 95
2021
Q4 		$759K Hold
12,806
– – 0.25% 87
2021
Q3 		$769K Buy
12,806
+2,405
+23% +$146K 0.27% 84
2021
Q2 		$636K Buy
10,401
+115
+1% +$6.88K 0.22% 93
2021
Q1 		$609K Buy
+10,286
New +$622K 0.23% 95

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Peddock Capital Advisors's IGIB Position: Q3 2026 in Review

Peddock Capital Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 15,583 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #95.

Peddock Capital Advisors first reported a position in IGIB in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.24M in Q2 2023. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Peddock Capital Advisors held 15,583 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $785K as of Q3 2026.
  • Peddock Capital Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.15% of Peddock Capital Advisors's portfolio in Q3 2026, its #95 holding.
  • Peddock Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Peddock Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.24M in Q2 2023.
  • 645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Peddock Capital Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.