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Colton Groome Financial Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Colton Groome Financial Advisors’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 		$13.9M Buy
261,214
+15,122
+6% +$804K 3.36% 5
2026
Q1 		$13.1M Buy
246,092
+18,960
+8% +$1.02M 3.73% 6
2025
Q4 		$12.2M Buy
227,132
+22,686
+11% +$1.23M 3.51% 5
2025
Q3 		$11.1M Buy
204,446
+19,996
+11% +$1.07M 3.39% 5
2025
Q2 		$9.83M Buy
184,450
+23,392
+15% +$1.22M 3.33% 5
2025
Q1 		$8.45M Buy
161,058
+67,601
+72% +$3.51M 3.28% 6
2024
Q4 		$4.81M Buy
+93,457
New +$4.89M 1.84% 11
2023
Q4 		– Sell
-6,475
Closed -$315K – 126
2023
Q3 		$315K Sell
6,475
-25
-0.4% -$1.25K 0.16% 87
2023
Q2 		$329K Sell
6,500
-775
-11% -$39.4K 0.15% 92
2023
Q1 		$373K Sell
7,275
-550
-7% -$27.9K 0.18% 96
2022
Q4 		$387K Sell
7,825
-16,077
-67% -$788K 0.19% 86
2022
Q3 		$1.15M Buy
23,902
+1,323
+6% +$67.6K 0.59% 40
2022
Q2 		$1.15M Buy
22,579
+488
+2% +$25.4K 0.58% 35
2022
Q1 		$1.21M Buy
22,091
+12,445
+129% +$706K 0.56% 38
2021
Q4 		$572K Buy
9,646
+1,747
+22% +$104K 0.23% 68
2021
Q3 		$474K Buy
7,899
+2,274
+40% +$138K 0.21% 71
2021
Q2 		$340K Buy
5,625
+700
+14% +$41.9K 0.16% 90
2021
Q1 		$292K Buy
+4,925
New +$298K 0.16% 58
2020
Q1 		– Sell
-50,524
Closed -$2.93M – 71
2019
Q4 		$2.93M Buy
50,524
+1,181
+2% +$68.4K 2.1% 16
2019
Q3 		$2.84M Buy
+49,343
New +$2.84M 2.1% 18

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

Colton Groome Financial Advisors's IGIB Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.1% in Q2 2026, buying an estimated $804K and bringing the position to 261,214 shares worth $13.9M. The position accounts for 3.36% of the portfolio, ranked #5.

Colton Groome Financial Advisors first reported a position in IGIB in Q3 2019 and has held it in 20 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Colton Groome Financial Advisors held 261,214 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.9M as of Q2 2026.
  • Colton Groome Financial Advisors bought 15,122 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $804K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.36% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Colton Groome Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 20 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.