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 Q3	$509K	Sell	10,118 -5,824	-37%	-$303K	0.4%	24
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

AmeriServ Wealth Advisors's IGIB Position: Q3 2026 in Review

AmeriServ Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 37% in Q3 2026, selling an estimated $303K and leaving 10,118 shares worth $509K. The position accounts for 0.4% of the portfolio, ranked #24.

AmeriServ Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q2 2025. 447 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

AmeriServ Wealth Advisors held 10,118 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $509K as of Q3 2026.
AmeriServ Wealth Advisors sold 5,824 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $303K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.4% of AmeriServ Wealth Advisors's portfolio in Q3 2026, its #24 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 8 quarters since.
AmeriServ Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.19M in Q2 2025.
447 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.