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

Adams 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 		$285K Sell
5,367
-1,525
-22% -$81.1K 0.05% 134
2026
Q1 		$367K Sell
6,892
-1,942
-22% -$105K 0.08% 110
2025
Q4 		$476K Sell
8,834
-3,889
-31% -$210K 0.1% 96
2025
Q3 		$688K Sell
12,723
-222
-2% -$11.9K 0.15% 78
2025
Q2 		$690K Sell
12,945
-985
-7% -$51.4K 0.13% 78
2025
Q1 		$732K Sell
13,930
-923
-6% -$47.9K 0.14% 83
2024
Q4 		$765K Sell
14,853
-2,773
-16% -$145K 0.15% 73
2024
Q3 		$947K Sell
17,626
-588
-3% -$31K 0.2% 60
2024
Q2 		$934K Sell
18,214
-3,377
-16% -$172K 0.21% 57
2024
Q1 		$1.11M Buy
21,591
+894
+4% +$45.9K 0.27% 55
2023
Q4 		$1.08M Buy
20,697
+13,217
+177% +$653K 0.32% 52
2023
Q3 		$364K Sell
7,480
-5,067
-40% -$252K 0.12% 76
2023
Q2 		$635K Buy
12,547
+3,382
+37% +$172K 0.2% 74
2023
Q1 		$470K Sell
9,165
-5,844
-39% -$296K 0.15% 82
2022
Q4 		$743K Buy
15,009
+1,180
+9% +$57.8K 0.26% 60
2022
Q3 		$668K Sell
13,829
-692
-5% -$35.4K 0.25% 45
2022
Q2 		$741K Sell
14,521
-3,769
-21% -$196K 0.28% 31
2022
Q1 		$1M Buy
18,290
+773
+4% +$43.8K 0.33% 22
2021
Q4 		$1.04M Buy
+17,517
New +$1.04M 0.3% 25

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

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

Adams Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 22% in Q2 2026, selling an estimated $81.1K and leaving 5,367 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #134.

Adams Wealth Management first reported a position in IGIB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q1 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Adams Wealth Management held 5,367 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $285K as of Q2 2026.
  • Adams Wealth Management sold 1,525 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $81.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Adams Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Adams Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Adams Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.11M in Q1 2024.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.