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Wambolt & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wambolt & Associates’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
2025
Q2 		$998K Sell
18,811
-1,313
-7% -$68.5K 0.34% 81
2025
Q1 		$1.06M Sell
20,124
-736
-4% -$38.2K 0.36% 80
2024
Q4 		$1.07M Sell
20,860
-596
-3% -$31.2K 0.34% 84
2024
Q3 		$1.15M Buy
21,456
+1,800
+9% +$94.9K 0.32% 87
2024
Q2 		$1,000K Buy
19,656
+1,910
+11% +$97.2K 0.29% 89
2024
Q1 		$906K Buy
17,746
+5,482
+45% +$282K 0.27% 100
2023
Q4 		$638K Buy
+12,264
New +$606K 0.21% 142
2022
Q1 		– Sell
-28,229
Closed -$1.67M – 239
2021
Q4 		$1.67M Buy
28,229
+2,614
+10% +$156K 0.6% 55
2021
Q3 		$1.54M Sell
25,615
-1,564
-6% -$95K 0.62% 50
2021
Q2 		$1.64M Sell
27,179
-17,045
-39% -$1.02M 0.7% 40
2021
Q1 		$2.62M Buy
44,224
+13,454
+44% +$814K 1.36% 6
2020
Q4 		$1.9M Buy
30,770
+24,714
+408% +$1.51M 1.14% 14
2020
Q3 		$368K Buy
6,056
+2,015
+50% +$123K 0.28% 130
2020
Q2 		$244K Sell
4,041
-21
-0.5% -$1.22K 0.19% 158
2020
Q1 		$223K Buy
+4,062
New +$235K 0.23% 140

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wambolt & Associates's IGIB Position: Q2 2025 in Review

Wambolt & Associates reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.5% in Q2 2025, selling an estimated $68.5K and leaving 18,811 shares worth $998K. The position accounts for 0.34% of the portfolio, ranked #81.

Wambolt & Associates first reported a position in IGIB in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.62M in Q1 2021. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Wambolt & Associates held 18,811 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $998K as of Q2 2025.
  • Wambolt & Associates sold 1,313 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $68.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.34% of Wambolt & Associates's portfolio in Q2 2025, its #81 holding.
  • Wambolt & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • Wambolt & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.62M in Q1 2021.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.