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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
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% -$34.1K 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

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's IGIB Position: Q2 2026 in Review

WESPAC Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.1% in Q2 2026, buying an estimated $154K and bringing the position to 34,597 shares worth $1.84M. The position accounts for 0.9% of the portfolio, ranked #23.

WESPAC Advisors first reported a position in IGIB in Q2 2013 and has held it in 24 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • WESPAC Advisors held 34,597 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.84M as of Q2 2026.
  • WESPAC Advisors bought 2,897 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.9% of WESPAC Advisors's portfolio in Q2 2026, its #23 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 24 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.