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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
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

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

Avidian Wealth Enterprises's IGIB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.1% in Q2 2026, buying an estimated $448K and bringing the position to 414,219 shares worth $22M. The position accounts for 0.61% of the portfolio, ranked #33.

Avidian Wealth Enterprises first reported a position in IGIB in Q3 2019 and has held it in 28 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Avidian Wealth Enterprises held 414,219 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $22M as of Q2 2026.
  • Avidian Wealth Enterprises bought 8,426 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.61% of Avidian Wealth Enterprises's portfolio in Q2 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 28 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.