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

Private Wealth Management Group’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	$2.73M	Sell	51,271 -1,466	-3%	-$78.9K	0.72%	22
2025 Q4	$2.84M	Buy	52,737 +419	+0.8%	+$22.6K	0.76%	22
2025 Q3	$2.83M	Buy	52,318 +2,526	+5%	+$135K	0.78%	23
2025 Q2	$2.65M	Buy	49,792 +9,226	+23%	+$481K	0.88%	22
2025 Q1	$2.13M	Buy	40,566 +11,951	+42%	+$621K	0.79%	22
2024 Q4	$1.47M	Buy	28,615 +2,261	+9%	+$118K	0.56%	26
2024 Q3	$1.42M	Sell	26,354 -44	-0.2%	-$2.32K	0.56%	27
2024 Q2	$1.35M	Buy	26,398 +2,359	+10%	+$120K	0.59%	25
2024 Q1	$1.24M	Buy	24,039 +6,253	+35%	+$321K	0.56%	26
2023 Q4	$925K	Buy	+17,786	New	+$879K	0.45%	31

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Private Wealth Management Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.8% in Q1 2026, selling an estimated $78.9K and leaving 51,271 shares worth $2.73M. The position accounts for 0.72% of the portfolio, ranked #22.

Private Wealth Management Group first reported a position in IGIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.84M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Private Wealth Management Group held 51,271 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.73M as of Q1 2026.
Private Wealth Management Group sold 1,466 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $78.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.72% of Private Wealth Management Group's portfolio in Q1 2026, its #22 holding.
Private Wealth Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.84M in Q4 2025.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.