AWE
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Avidian Wealth Enterprises’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$20.8M Sell
412,406
-1,813
-0.4% -$94.3K 0.58% 33
2026
Q2 		$22M Buy
414,219
+8,426
+2% +$448K 0.61% 33
2026
Q1 		$21.6M Buy
405,793
+15,861
+4% +$854K 0.68% 29
2025
Q4 		$21M Buy
389,932
+9,997
+3% +$540K 0.76% 26
2025
Q3 		$20.6M Buy
379,935
+8,713
+2% +$466K 0.77% 26
2025
Q2 		$19.8M Buy
371,222
+18,573
+5% +$969K 0.8% 29
2025
Q1 		$18.5M Buy
352,649
+74,155
+27% +$3.85M 0.82% 28
2024
Q4 		$14.3M Buy
278,494
+15,041
+6% +$788K 0.64% 31
2024
Q3 		$14.2M Buy
263,453
+9,014
+4% +$475K 0.64% 32
2024
Q2 		$13M Sell
254,439
-2,892
-1% -$147K 0.54% 34
2024
Q1 		$13.3M Buy
257,331
+208,559
+428% +$10.7M 0.64% 31
2023
Q4 		$2.54M Sell
48,772
-25,929
-35% -$1.28M 0.16% 91
2023
Q3 		$3.63M Buy
74,701
+2,475
+3% +$123K 0.26% 74
2023
Q2 		$3.65M Buy
72,226
+47,087
+187% +$2.39M 0.24% 81
2023
Q1 		$1.29M Buy
25,139
+10,824
+76% +$548K 0.07% 172
2022
Q4 		$709K Sell
14,315
-2,729
-16% -$134K 0.05% 223
2022
Q3 		$823K Buy
17,044
+5,162
+43% +$264K 0.06% 171
2022
Q2 		$607K Sell
11,882
-969
-8% -$50.5K 0.04% 238
2022
Q1 		$705K Buy
12,851
+1,954
+18% +$111K 0.04% 243
2021
Q4 		$646K Hold
10,897
– – 0.04% 257
2021
Q3 		$654K Sell
10,897
-3,741
-26% -$227K 0.05% 181
2021
Q2 		$886K Hold
14,638
– – 0.07% 143
2021
Q1 		$867K Hold
14,638
– – 0.07% 137
2020
Q4 		$904K Buy
14,638
+2,100
+17% +$128K 0.09% 121
2020
Q3 		$762K Buy
12,538
+7,434
+146% +$453K 0.09% 114
2020
Q2 		$308K Sell
5,104
-21,434
-81% -$1.25M 0.04% 189
2020
Q1 		$1.46M Buy
26,538
+16,598
+167% +$959K 0.23% 56
2019
Q4 		$576K Buy
9,940
+3,457
+53% +$200K 0.08% 101
2019
Q3 		$376K Buy
+6,483
New +$373K 0.06% 123

Other funds holding IGIB

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Avidian Wealth Enterprises's IGIB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.44% in Q3 2026, selling an estimated $94.3K and leaving 412,406 shares worth $20.8M. The position accounts for 0.58% of the portfolio, ranked #33.

Avidian Wealth Enterprises first reported a position in IGIB in Q3 2019 and has held it in 29 quarters since. The position peaked at $22M in Q2 2026. 40 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Avidian Wealth Enterprises held 412,406 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $20.8M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,813 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $94.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #33 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 29 quarters since.
  • Avidian Wealth Enterprises's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $22M in Q2 2026.
  • 40 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.