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Wagner Wealth Management (South Carolina)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$12.5K Buy
234
+3
+1% +$159 ﹤0.01% 222
2026
Q1 		$12.3K Buy
231
+1
+0.4% +$54 ﹤0.01% 219
2025
Q4 		$12.4K Buy
230
+4
+2% +$216 ﹤0.01% 209
2025
Q3 		$12.2K Buy
226
+3
+1% +$160 ﹤0.01% 196
2025
Q2 		$11.9K Buy
+223
New +$11.6K ﹤0.01% 200
2025
Q1 		– Sell
-219
Closed -$11.3K – 248
2024
Q4 		$11.3K Buy
219
+3
+1% +$157 ﹤0.01% 189
2024
Q3 		$11.6K Buy
+216
New +$11.4K ﹤0.01% 184
2022
Q4 		– Sell
-486
Closed -$23K – 471
2022
Q3 		$23K Hold
486
– – 0.02% 292
2022
Q2 		$25K Sell
486
-486
-50% -$25.3K 0.02% 290
2022
Q1 		$54K Buy
972
+473
+95% +$26.8K 0.04% 154
2021
Q4 		$30K Hold
499
– – 0.02% 327
2021
Q3 		$30K Sell
499
-12
-2% -$729 0.02% 318
2021
Q2 		$31K Sell
511
-305
-37% -$18.3K 0.02% 325
2021
Q1 		$48K Buy
+816
New +$49.4K 0.04% 233
2018
Q3 		$141K Hold
2,656
– – 0.09% 158
2018
Q2 		$141K Sell
2,656
-138
-5% -$7.34K 0.1% 144
2018
Q1 		$150K Sell
2,794
-140
-5% -$7.54K 0.11% 132
2017
Q4 		$160K Buy
+2,934
New +$161K 0.12% 129

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

Wagner Wealth Management (South Carolina)'s IGIB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q2 2026, buying an estimated $159 and bringing the position to 234 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Wagner Wealth Management (South Carolina) first reported a position in IGIB in Q4 2017 and has held it in 18 quarters since. The position peaked at $160K in Q4 2017. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 234 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.5K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 3 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $159.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #222 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $160K in Q4 2017.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.