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 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	1.55%	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 $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