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WESPAC Advisors SoCal’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

WESPAC Advisors SoCal’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
Q3 		$5.97M Sell
118,559
-134,601
-53% -$7M 1.08% 33
2026
Q2 		$13.5M Buy
253,160
+51,294
+25% +$2.73M 2.4% 14
2026
Q1 		$10.7M Buy
201,866
+4,826
+2% +$260K 2.28% 14
2025
Q4 		$10.6M Buy
197,040
+2,112
+1% +$114K 2.14% 15
2025
Q3 		$10.5M Buy
194,928
+7,597
+4% +$406K 2.14% 16
2025
Q2 		$9.98M Sell
187,331
-71,481
-28% -$3.73M 2.23% 16
2025
Q1 		$13.6M Sell
258,812
-67,520
-21% -$3.51M 3.54% 8
2024
Q4 		$16.8M Buy
326,332
+30,609
+10% +$1.6M 3.8% 5
2024
Q3 		$15.9M Buy
295,723
+111,341
+60% +$5.87M 3.67% 6
2024
Q2 		$9.45M Buy
184,382
+58,658
+47% +$2.99M 2.37% 17
2024
Q1 		$6.49M Buy
125,724
+1,035
+0.8% +$53.2K 1.7% 22
2023
Q4 		$6.48M Sell
124,689
-15,656
-11% -$774K 1.89% 21
2023
Q3 		$6.83M Buy
140,345
+32,165
+30% +$1.6M 2.31% 14
2023
Q2 		$5.47M Buy
108,180
+16,595
+18% +$843K 1.87% 20
2023
Q1 		$4.7M Buy
91,585
+50,215
+121% +$2.54M 1.62% 25
2022
Q4 		$2.05M Buy
+41,370
New +$2.03M 0.76% 39

Other funds holding IGIB

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WESPAC Advisors SoCal's IGIB Position: Q3 2026 in Review

WESPAC Advisors SoCal reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 53% in Q3 2026, selling an estimated $7M and leaving 118,559 shares worth $5.97M. The position accounts for 1.08% of the portfolio, ranked #33.

WESPAC Advisors SoCal first reported a position in IGIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.8M in Q4 2024. 75 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • WESPAC Advisors SoCal held 118,559 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.97M as of Q3 2026.
  • WESPAC Advisors SoCal sold 134,601 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $7M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.08% of WESPAC Advisors SoCal's portfolio in Q3 2026, its #33 holding.
  • WESPAC Advisors SoCal first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • WESPAC Advisors SoCal's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16.8M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2026, filed 13 Oct 2026.