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

Arkadios 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 		$1.02M Sell
19,106
-1,923
-9% -$102K 0.02% 796
2026
Q1 		$1.12M Sell
21,029
-25,244
-55% -$1.36M 0.02% 738
2025
Q4 		$2.49M Sell
46,273
-21,498
-32% -$1.16M 0.05% 387
2025
Q3 		$3.67M Buy
67,771
+58,843
+659% +$3.15M 0.09% 242
2025
Q2 		$476K Buy
8,928
+595
+7% +$31.1K 0.01% 864
2025
Q1 		$438K Sell
8,333
-212
-2% -$11K 0.02% 752
2024
Q4 		$440K Sell
8,545
-966
-10% -$50.6K 0.02% 594
2024
Q3 		$511K Buy
9,511
+1,019
+12% +$53.7K 0.03% 532
2024
Q2 		$435K Buy
8,492
+4,101
+93% +$209K 0.03% 503
2024
Q1 		$227K Buy
4,391
+108
+3% +$5.55K 0.02% 622
2023
Q4 		$223K Sell
4,283
-970
-18% -$48K 0.02% 619
2023
Q3 		$256K Buy
+5,253
New +$262K 0.02% 545
2023
Q2 		– Sell
-4,117
Closed -$211K – 631
2023
Q1 		$211K Buy
+4,117
New +$209K 0.03% 555
2021
Q3 		– Sell
-518
Closed -$31K – 1949
2021
Q2 		$31K Buy
518
+3
+0.6% +$180 ﹤0.01% 1112
2021
Q1 		$30K Buy
515
+2
+0.4% +$121 ﹤0.01% 844
2020
Q4 		$31K Buy
+513
New +$31.4K 0.01% 649
2020
Q2 		– Sell
-289
Closed -$15.9K – 1043
2020
Q1 		$15.9K Buy
289
+8
+3% +$462 0.01% 535
2019
Q4 		$16.6K Buy
+281
New +$16.3K 0.01% 495

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

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

Arkadios Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.1% in Q2 2026, selling an estimated $102K and leaving 19,106 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #796.

Arkadios Wealth Advisors first reported a position in IGIB in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.67M in Q3 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Arkadios Wealth Advisors held 19,106 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,923 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #796 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.67M in Q3 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.