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

Shepherd 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 		– Sell
-3,209
Closed -$508K – 63
2026
Q1 		$508K Buy
+3,209
New +$173K 0.38% 25

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AC
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AssetMark Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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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

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

Shepherd Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 3,209 shares — an estimated $508K sold.

Shepherd Wealth Management first reported a position in IGIB in Q1 2026 and held it in 1 quarter. The position peaked at $508K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Shepherd Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 3,209 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $508K.
  • Shepherd Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Shepherd Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $508K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.