CoreCap Advisors
IGIB icon

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

CoreCap 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
Q3 		$11.8M Buy
234,396
+51,368
+28% +$2.67M 0.34% 52
2026
Q2 		$9.7M Buy
183,028
+20,520
+13% +$1.09M 0.29% 63
2026
Q1 		$8.65M Buy
162,508
+9,307
+6% +$501K 0.29% 74
2025
Q4 		$8.25M Buy
153,201
+59,573
+64% +$3.22M 0.29% 64
2025
Q3 		$5.06M Buy
93,628
+3,344
+4% +$179K 0.18% 96
2025
Q2 		$4.81M Buy
90,284
+6,378
+8% +$333K 0.19% 95
2025
Q1 		$4.41M Buy
83,906
+14,565
+21% +$757K 0.19% 99
2024
Q4 		$3.57M Buy
69,341
+12,720
+22% +$666K 0.16% 124
2024
Q3 		$3.04M Buy
+56,621
New +$2.99M 0.14% 150
2024
Q2 		– Sell
-43,418
Closed -$2.24M – 2062
2024
Q1 		$2.24M Buy
43,418
+29,641
+215% +$1.52M 0.12% 171
2023
Q4 		$716K Sell
13,777
-10,868
-44% -$537K 0.05% 293
2023
Q3 		$1.2M Buy
+24,645
New +$1.23M 0.09% 214
2022
Q4 		$15.1K Buy
+305
New +$15K ﹤0.01% 1397
2022
Q3 		– Sell
-466
Closed -$24K – 1246
2022
Q2 		$24K Buy
+466
New +$24.3K ﹤0.01% 1179
2022
Q1 		– Sell
-821
Closed -$49K – 1251
2021
Q4 		$49K Buy
+821
New +$48.9K ﹤0.01% 1007

Other funds holding IGIB

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
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
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CoreCap Advisors's IGIB Position: Q3 2026 in Review

CoreCap Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 28% in Q3 2026, buying an estimated $2.67M and bringing the position to 234,396 shares worth $11.8M. The position accounts for 0.34% of the portfolio, ranked #52.

CoreCap Advisors first reported a position in IGIB in Q4 2021 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • CoreCap Advisors held 234,396 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.8M as of Q3 2026.
  • CoreCap Advisors bought 51,368 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.67M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.34% of CoreCap Advisors's portfolio in Q3 2026, its #52 holding.
  • CoreCap Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.