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Wescott Financial Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wescott Financial Advisory 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 		$966K Buy
18,162
+408
+2% +$21.7K 0.07% 107
2026
Q1 		$945K Buy
17,754
+20
+0.1% +$1.08K 0.08% 102
2025
Q4 		$955K Buy
17,734
+41
+0.2% +$2.22K 0.08% 103
2025
Q3 		$957K Buy
17,693
+29
+0.2% +$1.55K 0.09% 95
2025
Q2 		$941K Buy
17,664
+29
+0.2% +$1.51K 0.09% 92
2025
Q1 		$926K Buy
17,635
+18
+0.1% +$935 0.1% 83
2024
Q4 		$907K Buy
17,617
+37
+0.2% +$1.94K 0.09% 87
2024
Q3 		$944K Buy
17,580
+26
+0.1% +$1.37K 0.1% 84
2024
Q2 		$900K Buy
17,554
+27
+0.2% +$1.38K 0.1% 85
2024
Q1 		$904K Sell
17,527
-110
-0.6% -$5.65K 0.11% 79
2023
Q4 		$917K Buy
17,637
+28
+0.2% +$1.38K 0.13% 75
2023
Q3 		$857K Sell
17,609
-376
-2% -$18.7K 0.16% 75
2023
Q2 		$910K Buy
17,985
+21
+0.1% +$1.07K 0.16% 76
2023
Q1 		$921K Sell
17,964
-1,388
-7% -$70.3K 0.2% 72
2022
Q4 		$958K Sell
19,352
-685
-3% -$33.6K 0.21% 65
2022
Q3 		$967K Buy
20,037
+8,859
+79% +$453K 0.27% 53
2022
Q2 		$571K Sell
11,178
-1,626
-13% -$84.8K 0.16% 77
2022
Q1 		$703K Buy
+12,804
New +$726K 0.18% 68

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

Wescott Financial Advisory Group's IGIB Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q2 2026, buying an estimated $21.7K and bringing the position to 18,162 shares worth $966K. The position accounts for 0.07% of the portfolio, ranked #107.

Wescott Financial Advisory Group first reported a position in IGIB in Q1 2022 and has held it in 18 quarters since. The position peaked at $967K in Q3 2022. 710 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Wescott Financial Advisory Group held 18,162 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $966K as of Q2 2026.
  • Wescott Financial Advisory Group bought 408 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $21.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Wescott Financial Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $967K in Q3 2022.
  • 710 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.