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

Seaside Wealth 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 Q2	$291K	Hold	5,470	–	–	0.07%	59
2026 Q1	$291K	Hold	5,470	–	–	0.08%	56
2025 Q4	$295K	Buy	5,470 +18	+0.3%	+$973	0.08%	55
2025 Q3	$295K	Buy	5,452 +8	+0.1%	+$428	0.09%	55
2025 Q2	$290K	Hold	5,444	–	–	0.09%	55
2025 Q1	$286K	Hold	5,444	–	–	0.1%	48
2024 Q4	$280K	Hold	5,444	–	–	0.1%	47
2024 Q3	$292K	Hold	5,444	–	–	0.11%	44
2024 Q2	$279K	Hold	5,444	–	–	0.12%	45
2024 Q1	$281K	Hold	5,444	–	–	0.12%	42
2023 Q4	$283K	Buy	5,444 +259	+5%	+$12.8K	0.13%	42
2023 Q3	$252K	Hold	5,185	–	–	0.13%	40
2023 Q2	$262K	Hold	5,185	–	–	0.14%	41
2023 Q1	$266K	Hold	5,185	–	–	0.16%	38
2022 Q4	$257K	Hold	5,185	–	–	0.17%	38
2022 Q3	$249K	Buy	+5,185	New	+$265K	0.17%	39

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

Seaside Wealth Management's IGIB Position: Q2 2026 in Review

Seaside Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 5,470 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #59.

Seaside Wealth Management first reported a position in IGIB in Q3 2022 and has held it in 16 quarters since. The position peaked at $295K in Q3 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Seaside Wealth Management held 5,470 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $291K as of Q2 2026.
Seaside Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Seaside Wealth Management's portfolio in Q2 2026, its #59 holding.
Seaside Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Seaside Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $295K 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 Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.