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Western Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Western Wealth Management’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 		$429K Sell
8,060
-19,813
-71% -$1.05M 0.01% 726
2026
Q1 		$1.48M Buy
27,873
+1,368
+5% +$73.6K 0.06% 341
2025
Q4 		$1.43M Buy
26,505
+19,696
+289% +$1.06M 0.07% 277
2025
Q3 		$368K Sell
6,809
-68
-1% -$3.64K 0.02% 530
2025
Q2 		$366K Buy
6,877
+424
+7% +$22.1K 0.02% 504
2025
Q1 		$339K Sell
6,453
-81
-1% -$4.21K 0.02% 496
2024
Q4 		$337K Buy
6,534
+49
+0.8% +$2.57K 0.02% 574
2024
Q3 		$348K Buy
6,485
+29
+0.4% +$1.53K 0.02% 553
2024
Q2 		$331K Sell
6,456
-586
-8% -$29.8K 0.02% 462
2024
Q1 		$363K Sell
7,042
-198
-3% -$10.2K 0.03% 448
2023
Q4 		$377K Sell
7,240
-4,735
-40% -$234K 0.03% 484
2023
Q3 		$583K Buy
11,975
+3,415
+40% +$170K 0.05% 354
2023
Q2 		$433K Sell
8,560
-161
-2% -$8.18K 0.04% 410
2023
Q1 		$447K Buy
8,721
+51
+0.6% +$2.58K 0.04% 397
2022
Q4 		$429K Sell
8,670
-8,932
-51% -$438K 0.04% 370
2022
Q3 		$848K Buy
17,602
+2,530
+17% +$129K 0.05% 345
2022
Q2 		$769K Buy
15,072
+21
+0.1% +$1.09K 0.04% 363
2022
Q1 		$826K Buy
15,051
+8,565
+132% +$486K 0.04% 384
2021
Q4 		$385K Buy
+6,486
New +$386K 0.04% 389
2021
Q2 		$484K Sell
7,942
-134
-2% -$8.02K 0.05% 366
2021
Q1 		$478K Sell
8,076
-498
-6% -$30.1K 0.06% 288
2020
Q4 		$530K Sell
8,574
-47
-0.5% -$2.88K 0.08% 240
2020
Q3 		$524K Buy
8,621
+832
+11% +$50.7K 0.09% 227
2020
Q2 		$470K Sell
7,789
-1,428
-15% -$83.2K 0.09% 241
2020
Q1 		$506K Buy
9,217
+1,320
+17% +$76.2K 0.12% 184
2019
Q4 		$458K Buy
7,897
+435
+6% +$25.2K 0.07% 240
2019
Q3 		$432K Buy
7,462
+1,159
+18% +$66.6K 0.09% 236
2019
Q2 		$359K Buy
6,303
+311
+5% +$17.3K 0.05% 276
2019
Q1 		$331K Buy
+5,992
New +$322K 0.07% 266

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

Western Wealth Management's IGIB Position: Q2 2026 in Review

Western Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 71% in Q2 2026, selling an estimated $1.05M and leaving 8,060 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #726.

Western Wealth Management first reported a position in IGIB in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.48M in Q1 2026. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Western Wealth Management held 8,060 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $429K as of Q2 2026.
  • Western Wealth Management sold 19,813 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.05M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Western Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Western Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.48M in Q1 2026.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.