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

Adapt 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 Q2	$1.68M	Sell	31,667 -2,015	-6%	-$107K	0.55%	33
2026 Q1	$1.79M	Sell	33,682 -251,140	-88%	-$13.5M	0.65%	31
2025 Q4	$15.3M	Buy	284,822 +15,354	+6%	+$830K	5.28%	6
2025 Q3	$14.6M	Buy	269,468 +79,672	+42%	+$4.26M	5.39%	5
2025 Q2	$10.1M	Buy	189,796 +4,789	+3%	+$250K	4.52%	7
2025 Q1	$9.72M	Buy	185,007 +17,263	+10%	+$897K	4.74%	6
2024 Q4	$8.64M	Buy	167,744 +32,094	+24%	+$1.68M	4.25%	6
2024 Q3	$7.29M	Buy	135,650 +25,929	+24%	+$1.37M	3.9%	7
2024 Q2	$5.62M	Buy	109,721 +24,357	+29%	+$1.24M	3.52%	9
2024 Q1	$4.4M	Buy	+85,364	New	+$4.39M	3.14%	12

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Adapt Wealth Advisors's IGIB Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6% in Q2 2026, selling an estimated $107K and leaving 31,667 shares worth $1.68M. The position accounts for 0.55% of the portfolio, ranked #33.

Adapt Wealth Advisors first reported a position in IGIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.3M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Adapt Wealth Advisors held 31,667 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.68M as of Q2 2026.
Adapt Wealth Advisors sold 2,015 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $107K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.55% of Adapt Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Adapt Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $15.3M in Q4 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.