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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return