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

Aventura Private Wealth’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 		$17.1K Sell
322
-1,727
-84% -$91.8K 0.01% 508
2026
Q1 		$109K Buy
2,049
+1,727
+536% +$92.9K 0.04% 212
2025
Q4 		$17.3K Hold
322
– – 0.01% 438
2025
Q3 		$17.4K Hold
322
– – 0.01% 419
2025
Q2 		$17.2K Hold
322
– – 0.01% 397
2025
Q1 		$16.9K Hold
322
– – 0.01% 379
2024
Q4 		$16.6K Buy
+322
New +$16.9K 0.01% 379

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 22.9% 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

Aventura Private Wealth's IGIB Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 84% in Q2 2026, selling an estimated $91.8K and leaving 322 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #508.

Aventura Private Wealth first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $109K in Q1 2026. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Aventura Private Wealth held 322 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $17.1K as of Q2 2026.
  • Aventura Private Wealth sold 1,727 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $91.8K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #508 holding.
  • Aventura Private Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $109K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.