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

Archvest 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 		$1.88M Buy
35,269
+310
+0.9% +$16.5K 1.09% 17
2026
Q1 		$1.86M Sell
34,959
-135
-0.4% -$7.27K 1.2% 15
2025
Q4 		$1.89M Buy
35,094
+3,034
+9% +$164K 1.21% 16
2025
Q3 		$1.73M Buy
32,060
+998
+3% +$53.4K 1.54% 13
2025
Q2 		$1.66M Buy
31,062
+349
+1% +$18.2K 1.44% 17
2025
Q1 		$1.61M Buy
30,713
+400
+1% +$20.8K 1.33% 19
2024
Q4 		$1.56M Buy
30,313
+278
+0.9% +$14.6K 1.13% 19
2024
Q3 		$1.61M Buy
30,035
+1,200
+4% +$63.3K 1.02% 17
2024
Q2 		$1.47M Buy
28,835
+11,279
+64% +$574K 0.97% 19
2024
Q1 		$896K Buy
17,556
+1,979
+13% +$102K 0.63% 21
2023
Q4 		$810K Buy
+15,577
New +$770K 0.61% 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

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

Archvest Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.89% in Q2 2026, buying an estimated $16.5K and bringing the position to 35,269 shares worth $1.88M. The position accounts for 1.09% of the portfolio, ranked #17.

Archvest Wealth Advisors first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Archvest Wealth Advisors held 35,269 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.88M as of Q2 2026.
  • Archvest Wealth Advisors bought 310 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $16.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.09% of Archvest Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Archvest Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Archvest Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.89M 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 Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.