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

Procyon 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 		$3.33M Sell
62,663
-4,742
-7% -$252K 0.14% 140
2026
Q1 		$3.59M Sell
67,405
-1,528
-2% -$82.2K 0.18% 125
2025
Q4 		$3.71M Sell
68,933
-638
-0.9% -$34.5K 0.18% 114
2025
Q3 		$3.76M Buy
+69,571
New +$3.72M 0.22% 85

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

Procyon Advisors's IGIB Position: Q2 2026 in Review

Procyon Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7% in Q2 2026, selling an estimated $252K and leaving 62,663 shares worth $3.33M. The position accounts for 0.14% of the portfolio, ranked #140.

Procyon Advisors first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.76M in Q3 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Procyon Advisors held 62,663 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.33M as of Q2 2026.
  • Procyon Advisors sold 4,742 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $252K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of Procyon Advisors's portfolio in Q2 2026, its #140 holding.
  • Procyon Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Procyon Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.76M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.