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

WESPAC Advisors’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 		$1.67M Sell
33,116
-1,481
-4% -$77.1K 0.84% 27
2026
Q2 		$1.84M Buy
34,597
+2,897
+9% +$154K 0.9% 23
2026
Q1 		$1.69M Buy
31,700
+1,675
+6% +$90.1K 0.92% 23
2025
Q4 		$1.62M Sell
30,025
-2,148
-7% -$116K 0.88% 32
2025
Q3 		$1.74M Buy
32,173
+2,686
+9% +$144K 1.02% 21
2025
Q2 		$1.57M Buy
29,487
+3,039
+11% +$159K 1.1% 17
2025
Q1 		$1.39M Buy
26,448
+19,806
+298% +$1.03M 1.13% 20
2024
Q4 		$342K Sell
6,642
-22,180
-77% -$1.16M 0.25% 128
2024
Q3 		$1.55M Buy
+28,822
New +$1.52M 1.15% 23
2017
Q2 		– Sell
-24,006
Closed -$1.31M – 134
2017
Q1 		$1.31M Sell
24,006
-1,422
-6% -$77.2K 1.51% 23
2016
Q4 		$1.38M Sell
25,428
-1,450
-5% -$79.3K 1.54% 23
2016
Q3 		$1.5M Sell
26,878
-5,814
-18% -$324K 1.69% 18
2016
Q2 		$1.82M Buy
32,692
+8,526
+35% +$469K 1.88% 12
2016
Q1 		$1.32M Buy
24,166
+2,584
+12% +$140K 1.65% 20
2015
Q4 		$1.16M Sell
21,582
-326
-1% -$17.6K 1.34% 28
2015
Q3 		$1.19M Sell
21,908
-10,534
-32% -$571K 2.09% 21
2015
Q2 		$1.77M Sell
32,442
-622
-2% -$34.2K 1.33% 29
2015
Q1 		$1.83M Buy
33,064
+2,620
+9% +$144K 1.39% 27
2014
Q4 		$1.66M Buy
30,444
+2,662
+10% +$146K 1.17% 32
2014
Q3 		$1.52M Buy
27,782
+12,332
+80% +$677K 1.22% 27
2014
Q2 		$851K Sell
15,450
-3,384
-18% -$186K 0.97% 37
2014
Q1 		$1.03M Sell
18,834
-404
-2% -$22K 0.89% 35
2013
Q4 		$1.04M Buy
19,238
+2,318
+14% +$125K 0.86% 38
2013
Q3 		$913K Buy
16,920
+2,950
+21% +$159K 1.06% 36
2013
Q2 		$752K Buy
+13,970
New +$771K 1.14% 38

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WESPAC Advisors's IGIB Position: Q3 2026 in Review

WESPAC Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.3% in Q3 2026, selling an estimated $77.1K and leaving 33,116 shares worth $1.67M. The position accounts for 0.84% of the portfolio, ranked #27.

WESPAC Advisors first reported a position in IGIB in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.84M in Q2 2026. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • WESPAC Advisors held 33,116 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.67M as of Q3 2026.
  • WESPAC Advisors sold 1,481 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $77.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.84% of WESPAC Advisors's portfolio in Q3 2026, its #27 holding.
  • WESPAC Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • WESPAC Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.84M in Q2 2026.
  • 645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.