Continuum Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Continuum Advisory’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	$235K	Buy	+4,421	New	+$235K	0.02%	430
2025 Q2	–	Sell	-302	Closed	-$15.9K	–	955
2025 Q1	$15.9K	Buy	302 +237	+365%	+$12.3K	﹤0.01%	897
2024 Q4	$3.35K	Sell	65 -353	-84%	-$18.5K	﹤0.01%	1248
2024 Q3	$21.7K	Buy	+418	New	+$22K	﹤0.01%	824
2024 Q1	–	Sell	-7,816	Closed	-$407K	–	1702
2023 Q4	$407K	Buy	7,816 +648	+9%	+$32K	0.06%	315
2023 Q3	$349K	Sell	7,168 -6,500	-48%	-$324K	0.06%	334
2023 Q2	$691K	Sell	13,668 -192	-1%	-$9.76K	0.11%	223
2023 Q1	$711K	Buy	13,860 +3,146	+29%	+$159K	0.12%	202
2022 Q4	$530K	Buy	10,714 +1,400	+15%	+$68.6K	0.1%	245
2022 Q3	$450K	Sell	9,314 -4,754	-34%	-$243K	0.08%	258
2022 Q2	$718K	Buy	14,068 +326	+2%	+$17K	0.13%	192
2022 Q1	$717K	Buy	13,742 +6,368	+86%	+$361K	0.14%	189
2021 Q4	$437K	Hold	7,374	–	–	0.1%	195
2021 Q3	$443K	Buy	7,374 +732	+11%	+$44.5K	0.12%	176
2021 Q2	$402K	Buy	+6,642	New	+$398K	0.13%	176

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Continuum Advisory's IGIB Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 4,421 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IGIB as recently as Q1 2025.

Continuum Advisory first reported a position in IGIB in Q2 2021 and has held it in 15 quarters since. The position peaked at $718K in Q2 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Continuum Advisory held 4,421 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $235K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Continuum Advisory position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #430 holding.
Continuum Advisory first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 15 quarters since.
Continuum Advisory's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $718K in Q2 2022.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.