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Sowell Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sowell Financial Services’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 		$418K Sell
7,855
-1,673
-18% -$88.9K 0.01% 725
2026
Q1 		$507K Buy
9,528
+1,434
+18% +$77.2K 0.02% 631
2025
Q4 		$436K Buy
8,094
+935
+13% +$50.5K 0.02% 692
2025
Q3 		$387K Buy
7,159
+29
+0.4% +$1.55K 0.01% 723
2025
Q2 		$380K Buy
7,130
+258
+4% +$13.5K 0.02% 699
2025
Q1 		$361K Buy
+6,872
New +$357K 0.02% 688
2024
Q4 		– Sell
-34,730
Closed -$1.87M – 553
2024
Q3 		$1.87M Buy
34,730
+568
+2% +$30K 0.09% 250
2024
Q2 		$1.75M Buy
34,162
+15,105
+79% +$769K 0.08% 244
2024
Q1 		$987K Buy
19,057
+2,645
+16% +$136K 0.05% 344
2023
Q4 		$853K Sell
16,412
-6,108
-27% -$302K 0.05% 353
2023
Q3 		$1.1M Buy
22,520
+3,616
+19% +$180K 0.07% 298
2023
Q2 		$956K Buy
+18,904
New +$961K 0.05% 366
2023
Q1 		– Sell
-22,122
Closed -$1.09M – 797
2022
Q4 		$1.09M Buy
+22,122
New +$1.08M 0.07% 303
2021
Q3 		– Sell
-22,322
Closed -$1.35M – 515
2021
Q2 		$1.35M Sell
22,322
-6,628
-23% -$397K 0.09% 255
2021
Q1 		$1.73M Buy
28,950
+22,285
+334% +$1.35M 0.06% 275
2020
Q4 		$412K Buy
6,665
+698
+12% +$42.7K 0.02% 579
2020
Q3 		$363K Buy
5,967
+189
+3% +$11.5K 0.02% 551
2020
Q2 		$349K Sell
5,778
-17,200
-75% -$1M 0.02% 552
2020
Q1 		$1.26M Buy
22,978
+2,552
+12% +$147K 0.09% 218
2019
Q4 		$1.18M Buy
20,426
+4,741
+30% +$274K 0.09% 231
2019
Q3 		$908K Buy
+15,685
New +$901K 0.08% 266
2019
Q1 		$725K Sell
13,140
-134
-1% -$7.2K 0.08% 254
2018
Q4 		$696K Buy
+13,274
New +$694K 0.1% 215
2018
Q2 		– Sell
-24,650
Closed -$1.31M – 300
2018
Q1 		$1.31M Sell
24,650
-938
-4% -$50.5K 0.33% 70
2017
Q4 		$1.39M Buy
25,588
+1,280
+5% +$70.1K 0.34% 71
2017
Q3 		$1.33M Buy
24,308
+102
+0.4% +$5.62K 0.35% 70
2017
Q2 		$1.33M Buy
24,206
+18,642
+335% +$1.02M 0.38% 64
2017
Q1 		$306K Buy
5,564
+4,700
+544% +$255K 0.09% 186
2016
Q4 		$47K Buy
+864
New +$47.2K 0.02% 347

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

Sowell Financial Services's IGIB Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 18% in Q2 2026, selling an estimated $88.9K and leaving 7,855 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #725.

Sowell Financial Services first reported a position in IGIB in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.87M in Q3 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Sowell Financial Services held 7,855 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $418K as of Q2 2026.
  • Sowell Financial Services sold 1,673 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $88.9K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #725 holding.
  • Sowell Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 29 quarters since.
  • Sowell Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.87M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.