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A4 Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

A4 Wealth 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
Q1 		– Sell
-6,533
Closed -$352K – 119
2025
Q4 		$352K Sell
6,533
-2,834
-30% -$153K 0.3% 68
2025
Q3 		$507K Buy
+9,367
New +$501K 0.43% 66

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

A4 Wealth Advisors's IGIB Position: Q1 2026 in Review

A4 Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 6,533 shares — an estimated $352K sold.

A4 Wealth Advisors first reported a position in IGIB in Q3 2025 and held it in 2 quarters. The position peaked at $507K in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • A4 Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 6,533 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $352K.
  • A4 Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • A4 Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $507K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.