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WFA of San Diego’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

WFA of San Diego’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 		– Sell
-300
Closed -$16K – 220
2026
Q1 		$16K Hold
300
– – 0.01% 269
2025
Q4 		$16.2K Hold
300
– – 0.01% 281
2025
Q3 		$16.2K Hold
300
– – 0.01% 290
2025
Q2 		$16K Buy
+300
New +$15.7K 0.01% 286
2023
Q1 		– Sell
-300
Closed -$14.9K – 220
2022
Q4 		$14.9K Buy
+300
New +$14.7K 0.01% 322

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

WFA of San Diego's IGIB Position: Q2 2026 in Review

WFA of San Diego sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 300 shares — an estimated $16K sold.

WFA of San Diego first reported a position in IGIB in Q4 2022 and held it in 5 quarters. The position peaked at $16.2K in Q3 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • WFA of San Diego reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 300 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16K.
  • WFA of San Diego first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 5 quarters.
  • WFA of San Diego's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $16.2K in Q3 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.