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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Tranquilli Financial Advisor's IGIB Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.6% in Q1 2026, selling an estimated $181K and leaving 47,672 shares worth $2.54M. The position accounts for 1.48% of the portfolio, ranked #22.

Tranquilli Financial Advisor first reported a position in IGIB in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.8M in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Tranquilli Financial Advisor held 47,672 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.54M as of Q1 2026.
  • Tranquilli Financial Advisor sold 3,358 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $181K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.48% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #22 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 8 quarters since.
  • Tranquilli Financial Advisor's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.8M in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.