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

AmeriServ 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	$848K	Sell	15,942 -11,652	-42%	-$619K	0.56%	18
2026 Q1	$1.47M	Sell	27,594 -3,767	-12%	-$203K	0.94%	12
2025 Q4	$1.69M	Sell	31,361 -26,488	-46%	-$1.43M	0.98%	12
2025 Q3	$3.13M	Sell	57,849 -2,047	-3%	-$109K	1.58%	7
2025 Q2	$3.19M	Buy	59,896 +11,403	+24%	+$595K	1.58%	9
2025 Q1	$2.55M	Sell	48,493 -1,028	-2%	-$53.4K	1.47%	12
2024 Q4	$2.55M	Buy	+49,521	New	+$2.59M	1.38%	14

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

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

AmeriServ Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 42% in Q2 2026, selling an estimated $619K and leaving 15,942 shares worth $848K. The position accounts for 0.56% of the portfolio, ranked #18.

AmeriServ Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q2 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

AmeriServ Wealth Advisors held 15,942 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $848K as of Q2 2026.
AmeriServ Wealth Advisors sold 11,652 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $619K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.56% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #18 holding.
AmeriServ Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriServ Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.19M in Q2 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.