PKS Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

PKS Advisory Services’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	$1.41M	Buy	26,542 +636	+2%	+$33.8K	0.23%	94
2026 Q1	$1.38M	Buy	25,906 +1,394	+6%	+$75K	0.32%	61
2025 Q4	$1.32M	Buy	24,512 +7,580	+45%	+$410K	0.3%	64
2025 Q3	$916K	Sell	16,932 -13,673	-45%	-$731K	0.19%	97
2025 Q2	$1.63M	Buy	30,605 +430	+1%	+$22.4K	0.4%	52
2025 Q1	$1.58M	Buy	30,175 +8,774	+41%	+$456K	0.43%	48
2024 Q4	$1.1M	Buy	+21,401	New	+$1.12M	0.28%	61

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

PKS Advisory Services's IGIB Position: Q2 2026 in Review

PKS Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.5% in Q2 2026, buying an estimated $33.8K and bringing the position to 26,542 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #94.

PKS Advisory Services first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q2 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

PKS Advisory Services held 26,542 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.41M as of Q2 2026.
PKS Advisory Services bought 636 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $33.8K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.23% of PKS Advisory Services's portfolio in Q2 2026, its #94 holding.
PKS Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.63M in Q2 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.