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 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%	+$7.79K	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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Capital Advisors Ltd's IGIB Position: Q2 2026 in Review

Capital Advisors Ltd held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Capital Advisors Ltd first reported a position in IGIB in Q4 2013 and has held it in 17 quarters since. The position peaked at $292K in Q4 2013. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Capital Advisors Ltd held 55 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3K as of Q2 2026.
Capital Advisors Ltd left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1054 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 17 quarters since.
Capital Advisors Ltd's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $292K in Q4 2013.
115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.