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

Tranquilli Financial Advisor’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	$2.8M	Buy	52,650 +4,978	+10%	+$265K	1.51%	21
2026 Q1	$2.54M	Sell	47,672 -3,358	-7%	-$181K	1.48%	22
2025 Q4	$2.75M	Sell	51,030 -806	-2%	-$43.6K	1.6%	23
2025 Q3	$2.8M	Buy	51,836 +439	+0.9%	+$23.5K	1.66%	21
2025 Q2	$2.74M	Buy	+51,397	New	+$2.68M	1.7%	20
2021 Q4	–	Sell	-30,265	Closed	-$1.82M	–	86
2021 Q3	$1.82M	Sell	30,265 -286	-0.9%	-$17.4K	1.36%	27
2021 Q2	$1.85M	Buy	30,551 +16	+0.1%	+$958	1.39%	26
2021 Q1	$1.81M	Buy	30,535 +1,134	+4%	+$68.6K	1.46%	28
2020 Q4	$1.82M	Buy	+29,401	New	+$1.8M	1.65%	24

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

Tranquilli Financial Advisor's IGIB Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q2 2026, buying an estimated $265K and bringing the position to 52,650 shares worth $2.8M. The position accounts for 1.51% of the portfolio, ranked #21.

Tranquilli Financial Advisor first reported a position in IGIB in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.8M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Tranquilli Financial Advisor held 52,650 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.8M as of Q2 2026.
Tranquilli Financial Advisor bought 4,978 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $265K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.51% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #21 holding.
Tranquilli Financial Advisor first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 9 quarters since.
Tranquilli Financial Advisor's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.8M in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.