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

Pinnacle Family 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 		$1.51M Sell
28,315
-763
-3% -$40.6K 0.63% 30
2026
Q1 		$1.55M Sell
29,078
-2,901
-9% -$156K 0.73% 29
2025
Q4 		$1.72M Sell
31,979
-350
-1% -$18.9K 0.76% 27
2025
Q3 		$1.75M Sell
32,329
-989
-3% -$52.9K 0.76% 28
2025
Q2 		$1.77M Buy
33,318
+244
+0.7% +$12.7K 0.86% 28
2025
Q1 		$1.74M Sell
33,074
-194
-0.6% -$10.1K 0.94% 32
2024
Q4 		$1.71M Buy
33,268
+1,159
+4% +$60.7K 0.83% 31
2024
Q3 		$1.72M Sell
32,109
-898
-3% -$47.4K 0.89% 31
2024
Q2 		$1.69M Buy
33,007
+5,816
+21% +$296K 0.94% 24
2024
Q1 		$1.4M Sell
27,191
-1,447
-5% -$74.4K 0.75% 29
2023
Q4 		$1.49M Sell
28,638
-1,425
-5% -$70.4K 0.88% 25
2023
Q3 		$1.46M Buy
30,063
+177
+0.6% +$8.81K 0.84% 21
2023
Q2 		$1.51M Buy
29,886
+164
+0.6% +$8.33K 0.82% 22
2023
Q1 		$1.52M Buy
29,722
+303
+1% +$15.3K 0.93% 25
2022
Q4 		$1.46M Buy
+29,419
New +$1.44M 1.04% 21
2022
Q2 		– Sell
-3,856
Closed -$212K – 100
2022
Q1 		$212K Sell
3,856
-23,991
-86% -$1.36M 0.11% 113
2021
Q4 		$1.65M Sell
27,847
-738
-3% -$43.9K 0.75% 27
2021
Q3 		$1.72M Buy
28,585
+223
+0.8% +$13.5K 0.77% 29
2021
Q2 		$1.72M Sell
28,362
-3,433
-11% -$206K 0.75% 34
2021
Q1 		$1.88M Sell
31,795
-1,917
-6% -$116K 0.99% 27
2020
Q4 		$2.08M Buy
33,712
+12,717
+61% +$778K 1.27% 18
2020
Q3 		$1.28M Buy
20,995
+45
+0.2% +$2.75K 0.86% 28
2020
Q2 		$1.26M Buy
20,950
+137
+0.7% +$7.98K 1.1% 27
2020
Q1 		$1.14M Buy
20,813
+880
+4% +$50.8K 1.37% 24
2019
Q4 		$1.16M Buy
19,933
+1,917
+11% +$111K 1.04% 27
2019
Q3 		$1.04M Sell
18,016
-655
-4% -$37.6K 0.92% 27
2019
Q2 		$1.06M Buy
18,671
+3,073
+20% +$171K 0.88% 28
2019
Q1 		$860K Buy
+15,598
New +$838K 0.76% 34

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Family Advisors's IGIB Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.6% in Q2 2026, selling an estimated $40.6K and leaving 28,315 shares worth $1.51M. The position accounts for 0.63% of the portfolio, ranked #30.

Pinnacle Family Advisors first reported a position in IGIB in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.08M in Q4 2020. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Pinnacle Family Advisors held 28,315 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.51M as of Q2 2026.
  • Pinnacle Family Advisors sold 763 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $40.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.63% of Pinnacle Family Advisors's portfolio in Q2 2026, its #30 holding.
  • Pinnacle Family Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Pinnacle Family Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.08M in Q4 2020.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.