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

Private Wealth Asset 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 		– Sell
-1,169
Closed -$63K – 1035
2025
Q4 		$63K Hold
1,169
– – 0.01% 385
2025
Q3 		$63.2K Hold
1,169
– – 0.01% 353
2025
Q2 		$62.3K Buy
+1,169
New +$61K 0.01% 366

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 22.9% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Private Wealth Asset Management's IGIB Position: Q1 2026 in Review

Private Wealth Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 1,169 shares — an estimated $63K sold.

Private Wealth Asset Management first reported a position in IGIB in Q2 2025 and held it in 3 quarters. The position peaked at $63.2K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Private Wealth Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1,169 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $63K.
  • Private Wealth Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
  • Private Wealth Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $63.2K in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.