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

Pinion 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	$323K	Buy	6,077 +598	+11%	+$31.8K	0.06%	158
2026 Q1	$292K	Buy	5,479 +1,000	+22%	+$53.8K	0.07%	149
2025 Q4	$241K	Buy	+4,479	New	+$242K	0.06%	155
2025 Q3	–	Sell	-4,173	Closed	-$222K	–	174
2025 Q2	$222K	Buy	+4,173	New	+$218K	0.08%	151
2022 Q4	–	Sell	-5,091	Closed	-$246K	–	138
2022 Q3	$246K	Sell	5,091 -8	-0.2%	-$409	0.22%	129
2022 Q2	$260K	Sell	5,099 -185	-4%	-$9.64K	0.22%	134
2022 Q1	$290K	Sell	5,284 -684	-11%	-$38.8K	0.2%	138
2021 Q4	$354K	Buy	5,968 +78	+1%	+$4.64K	0.24%	124
2021 Q3	$354K	Buy	+5,890	New	+$358K	0.29%	110
2018 Q3	–	Sell	-4,762	Closed	-$253K	–	119
2018 Q2	$253K	Buy	+4,762	New	+$253K	0.49%	103

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

Pinion Investment Advisors's IGIB Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q2 2026, buying an estimated $31.8K and bringing the position to 6,077 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #158.

Pinion Investment Advisors first reported a position in IGIB in Q2 2018 and has held it in 10 quarters since. The position peaked at $354K in Q4 2021. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Pinion Investment Advisors held 6,077 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $323K as of Q2 2026.
Pinion Investment Advisors bought 598 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.8K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Pinion Investment Advisors's portfolio in Q2 2026, its #158 holding.
Pinion Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 10 quarters since.
Pinion Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $354K in Q4 2021.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.