Transcendent Capital Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Transcendent Capital Group’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	$469K	Buy	8,817 +12	+0.1%	+$638	0.18%	94
2026 Q1	$469K	Buy	8,805 +8	+0.1%	+$431	0.21%	77
2025 Q4	$474K	Buy	8,797 +16	+0.2%	+$865	0.21%	72
2025 Q3	$475K	Buy	8,781 +12	+0.1%	+$642	0.21%	79
2025 Q2	$467K	Buy	8,769 +8	+0.1%	+$417	0.24%	74
2025 Q1	$460K	Buy	8,761 +8	+0.1%	+$416	0.26%	63
2024 Q4	$451K	Buy	8,753 +14	+0.2%	+$733	0.23%	67
2024 Q3	$469K	Buy	8,739 +11	+0.1%	+$580	0.24%	72
2024 Q2	$447K	Buy	8,728 +10	+0.1%	+$509	0.26%	65
2024 Q1	$450K	Buy	8,718 +6	+0.1%	+$308	0.26%	67
2023 Q4	$453K	Buy	+8,712	New	+$431K	0.3%	57

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

Transcendent Capital Group's IGIB Position: Q2 2026 in Review

Transcendent Capital Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.14% in Q2 2026, buying an estimated $638 and bringing the position to 8,817 shares worth $469K. The position accounts for 0.18% of the portfolio, ranked #94.

Transcendent Capital Group first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Transcendent Capital Group held 8,817 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $469K as of Q2 2026.
Transcendent Capital Group bought 12 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $638.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.18% of Transcendent Capital Group's portfolio in Q2 2026, its #94 holding.
Transcendent Capital Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Transcendent Capital Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $475K 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 Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.