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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
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

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

WESPAC Advisors SoCal's IGIB Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 25% in Q2 2026, buying an estimated $2.73M and bringing the position to 253,160 shares worth $13.5M. The position accounts for 2.4% of the portfolio, ranked #14.

WESPAC Advisors SoCal first reported a position in IGIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.8M in Q4 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • WESPAC Advisors SoCal held 253,160 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.5M as of Q2 2026.
  • WESPAC Advisors SoCal bought 51,294 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.73M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.4% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #14 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 15 quarters since.
  • WESPAC Advisors SoCal's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16.8M in Q4 2024.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.