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Perigon Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Perigon Wealth Management’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 		$518K Sell
9,740
-1,002
-9% -$53.9K 0.01% 795
2025
Q4 		$579K Sell
10,742
-2,732
-20% -$148K 0.01% 728
2025
Q3 		$729K Buy
+13,474
New +$721K 0.01% 605
2025
Q2 		– Sell
-4,719
Closed -$248K – 1079
2025
Q1 		$248K Sell
4,719
-164
-3% -$8.52K 0.01% 885
2024
Q4 		$251K Sell
4,883
-885
-15% -$46.3K 0.01% 881
2024
Q3 		$310K Sell
5,768
-1,075
-16% -$56.7K 0.01% 776
2024
Q2 		$351K Buy
6,843
+1,727
+34% +$87.9K 0.01% 633
2024
Q1 		$264K Hold
5,116
– – 0.01% 718
2023
Q4 		$266K Sell
5,116
-66
-1% -$3.26K 0.01% 694
2023
Q3 		$252K Buy
+5,182
New +$258K 0.01% 653

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 $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
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

Perigon Wealth Management's IGIB Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.3% in Q1 2026, selling an estimated $53.9K and leaving 9,740 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #795.

Perigon Wealth Management first reported a position in IGIB in Q3 2023 and has held it in 10 quarters since. The position peaked at $729K in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Perigon Wealth Management held 9,740 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $518K as of Q1 2026.
  • Perigon Wealth Management sold 1,002 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $53.9K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #795 holding.
  • Perigon Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • Perigon Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $729K 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.