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Avantax Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$14.6M Buy
274,755
+12,685
+5% +$662K 0.08% 195
2025
Q1 		$13.8M Buy
262,070
+53,291
+26% +$2.77M 0.08% 188
2024
Q4 		$10.8M Sell
208,779
-12,655
-6% -$663K 0.07% 211
2024
Q3 		$11.9M Sell
221,434
-214,881
-49% -$11.3M 0.08% 186
2024
Q2 		$22.4M Buy
436,315
+73,376
+20% +$3.74M 0.16% 104
2024
Q1 		$18.7M Buy
362,939
+165,259
+84% +$8.49M 0.17% 96
2023
Q4 		$10.3M Buy
197,680
+71,235
+56% +$3.52M 0.1% 159
2023
Q3 		$6.15M Buy
126,445
+17,813
+16% +$887K 0.07% 215
2023
Q2 		$5.49M Buy
108,632
+24,467
+29% +$1.24M 0.06% 235
2023
Q1 		$4.32M Buy
84,165
+36,006
+75% +$1.82M 0.05% 274
2022
Q4 		$2.38M Buy
+48,159
New +$2.36M 0.03% 373
2022
Q1 		– Sell
-5,557
Closed -$329K – 1327
2021
Q4 		$329K Buy
5,557
+125
+2% +$7.44K 0.01% 934
2021
Q3 		$325K Sell
5,432
-156
-3% -$9.48K 0.01% 889
2021
Q2 		$339K Sell
5,588
-9,525
-63% -$570K 0.01% 854
2021
Q1 		$898K Buy
+15,113
New +$914K 0.02% 454
2020
Q4 		– Sell
-13,608
Closed -$826K – 1128
2020
Q3 		$826K Buy
13,608
+10,255
+306% +$626K 0.01% 595
2020
Q2 		$203K Sell
3,353
-849
-20% -$49.5K 0.01% 783
2020
Q1 		$230K Buy
+4,202
New +$243K 0.01% 669

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Avantax Advisory Services's IGIB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.8% in Q2 2025, buying an estimated $662K and bringing the position to 274,755 shares worth $14.6M. The position accounts for 0.08% of the portfolio, ranked #195.

Avantax Advisory Services first reported a position in IGIB in Q1 2020 and has held it in 18 quarters since. The position peaked at $22.4M in Q2 2024. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Avantax Advisory Services held 274,755 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $14.6M as of Q2 2025.
  • Avantax Advisory Services bought 12,685 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $662K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #195 holding.
  • Avantax Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • Avantax Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $22.4M in Q2 2024.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.