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

Viewpoint Capital 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	$53.2K	Buy	1,000 +858	+604%	+$45.6K	0.03%	111
2026 Q1	$7.56K	Hold	142	–	–	﹤0.01%	127
2025 Q4	$7.65K	Hold	142	–	–	﹤0.01%	126
2025 Q3	$7.68K	Hold	142	–	–	﹤0.01%	134
2025 Q2	$7.57K	Hold	142	–	–	﹤0.01%	128
2025 Q1	$7.46K	Hold	142	–	–	﹤0.01%	133
2024 Q4	$7.31K	Hold	142	–	–	﹤0.01%	129
2024 Q3	$7.64K	Hold	142	–	–	﹤0.01%	130
2024 Q2	$7.28K	Hold	142	–	–	﹤0.01%	131
2024 Q1	$7.33K	Hold	142	–	–	﹤0.01%	128
2023 Q4	$7.38K	Hold	142	–	–	0.01%	125
2023 Q3	$6.91K	Hold	142	–	–	0.01%	120
2023 Q2	$7.18K	Hold	142	–	–	0.01%	120
2023 Q1	$7.28K	Hold	142	–	–	0.01%	111
2022 Q4	$7.03K	Hold	142	–	–	0.01%	109
2022 Q3	$7K	Hold	142	–	–	0.01%	105
2022 Q2	$7K	Hold	142	–	–	0.01%	110
2022 Q1	$8K	Hold	142	–	–	0.01%	111
2021 Q4	$8K	Buy	+142	New	+$8.45K	0.01%	114

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

Viewpoint Capital Management's IGIB Position: Q2 2026 in Review

Viewpoint Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 604% in Q2 2026, buying an estimated $45.6K and bringing the position to 1,000 shares worth $53.2K. The position accounts for 0.03% of the portfolio, ranked #111.

Viewpoint Capital Management first reported a position in IGIB in Q4 2021 and has held it in 19 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Viewpoint Capital Management held 1,000 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $53.2K as of Q2 2026.
Viewpoint Capital Management bought 858 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $45.6K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Viewpoint Capital Management's portfolio in Q2 2026, its #111 holding.
Viewpoint Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.