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

Capital Advisors Ltd’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	$3K	Hold	55	–	–	﹤0.01%	1166
2026 Q2	$3K	Hold	55	–	–	﹤0.01%	1054
2026 Q1	$3K	Hold	55	–	–	﹤0.01%	1041
2025 Q4	$3K	Buy	+55	New	+$2.97K	﹤0.01%	1021
2018 Q3	–	Sell	-140	Closed	-$7K	–	483
2018 Q2	$7K	Hold	140	–	–	﹤0.01%	346
2018 Q1	$8K	Hold	140	–	–	﹤0.01%	335
2017 Q4	$8K	Hold	140	–	–	﹤0.01%	338
2017 Q3	$8K	Hold	140	–	–	﹤0.01%	339
2017 Q2	$8K	Sell	140 -150	-52%	-$8.22K	﹤0.01%	338
2017 Q1	$16K	Hold	290	–	–	0.01%	279
2016 Q4	$16K	Hold	290	–	–	0.01%	267
2016 Q3	$16K	Buy	290 +140	+93%	+$7.8K	0.01%	264
2016 Q2	$8K	Hold	150	–	–	﹤0.01%	287
2016 Q1	$8K	Hold	150	–	–	﹤0.01%	281
2015 Q4	$8K	Buy	+150	New	+$8.12K	﹤0.01%	276
2014 Q3	–	Sell	-3,914	Closed	-$216K	–	319
2014 Q2	$216K	Hold	3,914	–	–	0.12%	89
2014 Q1	$213K	Sell	3,914 -1,506	-28%	-$81.9K	0.13%	85
2013 Q4	$292K	Buy	+5,420	New	+$293K	0.19%	71

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Capital Advisors Ltd's IGIB Position: Q3 2026 in Review

Capital Advisors Ltd held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Capital Advisors Ltd first reported a position in IGIB in Q4 2013 and has held it in 18 quarters since. The position peaked at $292K in Q4 2013. 304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Capital Advisors Ltd held 55 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3K as of Q3 2026.
Capital Advisors Ltd left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1166 holding.
Capital Advisors Ltd first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 18 quarters since.
Capital Advisors Ltd's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $292K in Q4 2013.
304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.