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

Regal Investment 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 		$1.16M Sell
21,788
-3,691
-14% -$196K 0.06% 288
2026
Q1 		$1.36M Buy
25,479
+11,424
+81% +$615K 0.08% 241
2025
Q4 		$757K Buy
14,055
+7,035
+100% +$380K 0.05% 338
2025
Q3 		$380K Sell
7,020
-612
-8% -$32.7K 0.02% 427
2025
Q2 		$407K Sell
7,632
-1,070
-12% -$55.8K 0.03% 369
2025
Q1 		$457K Sell
8,702
-6,212
-42% -$323K 0.04% 338
2024
Q4 		$768K Sell
14,914
-19,480
-57% -$1.02M 0.06% 264
2024
Q3 		$1.85M Sell
34,394
-40,845
-54% -$2.15M 0.13% 181
2024
Q2 		$3.86M Buy
75,239
+2,591
+4% +$132K 0.25% 112
2024
Q1 		$3.75M Buy
72,648
+5,329
+8% +$274K 0.26% 114
2023
Q4 		$3.5M Buy
+67,319
New +$3.33M 0.26% 114
2017
Q2 		– Sell
-10,720
Closed -$584K – 269
2017
Q1 		$584K Sell
10,720
-56
-0.5% -$3.04K 0.15% 159
2016
Q4 		$583K Buy
10,776
+5,476
+103% +$299K 0.16% 149
2016
Q3 		$295K Sell
5,300
-874
-14% -$48.7K 0.08% 209
2016
Q2 		$343K Sell
6,174
-580
-9% -$31.9K 0.09% 185
2016
Q1 		$370K Sell
6,754
-9,496
-58% -$513K 0.1% 173
2015
Q4 		$871K Sell
16,250
-16,688
-51% -$903K 0.23% 118
2015
Q3 		$1.79M Buy
32,938
+18,558
+129% +$1.01M 0.46% 78
2015
Q2 		$782K Sell
14,380
-1,230
-8% -$67.5K 0.21% 113
2015
Q1 		$864K Buy
15,610
+10,300
+194% +$568K 0.21% 120
2014
Q4 		$290K Hold
5,310
– – 0.08% 183
2014
Q3 		$290K Sell
5,310
-364
-6% -$20K 0.09% 191
2014
Q2 		$313K Sell
5,674
-2,318
-29% -$127K 0.11% 161
2014
Q1 		$436K Buy
7,992
+2,758
+53% +$150K 0.18% 129
2013
Q4 		$282K Buy
5,234
+348
+7% +$18.8K 0.16% 135
2013
Q3 		$264K Buy
4,886
+454
+10% +$24.4K 0.15% 143
2013
Q2 		$239K Buy
+4,432
New +$245K 0.13% 148

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

Regal Investment Advisors's IGIB Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 14% in Q2 2026, selling an estimated $196K and leaving 21,788 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #288.

Regal Investment Advisors first reported a position in IGIB in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.86M in Q2 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Regal Investment Advisors held 21,788 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.16M as of Q2 2026.
  • Regal Investment Advisors sold 3,691 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $196K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #288 holding.
  • Regal Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 27 quarters since.
  • Regal Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.86M in Q2 2024.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.