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

Precision Wealth Strategies’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	$404K	Sell	7,603 -119	-2%	-$6.33K	0.12%	140
2026 Q1	$411K	Sell	7,722 -1,557	-17%	-$83.8K	0.14%	133
2025 Q4	$500K	Sell	9,279 -2,140	-19%	-$116K	0.16%	122
2025 Q3	$618K	Buy	11,419 +588	+5%	+$31.4K	0.2%	109
2025 Q2	$577K	Buy	+10,831	New	+$565K	0.19%	95

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

Precision Wealth Strategies's IGIB Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.5% in Q2 2026, selling an estimated $6.33K and leaving 7,603 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #140.

Precision Wealth Strategies first reported a position in IGIB in Q2 2025 and has held it in 5 quarters since. The position peaked at $618K in Q3 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Precision Wealth Strategies held 7,603 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $404K as of Q2 2026.
Precision Wealth Strategies sold 119 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $6.33K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Precision Wealth Strategies's portfolio in Q2 2026, its #140 holding.
Precision Wealth Strategies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $618K in Q3 2025.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.