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

Diversify Advisory Services’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	$1.02M	Buy	+19,425	New	+$1.03M	0.02%	622
2026 Q1	–	Sell	-21,294	Closed	-$1.15M	–	520
2025 Q4	$1.15M	Sell	21,294 -3,357	-14%	-$181K	0.04%	359
2025 Q3	$1.33M	Sell	24,651 -4,040	-14%	-$216K	0.04%	295
2025 Q2	$1.53M	Buy	28,691 +9,985	+53%	+$521K	0.06%	230
2025 Q1	$983K	Buy	18,706 +1,096	+6%	+$56.9K	0.06%	221
2024 Q4	$897K	Sell	17,610 -203,636	-92%	-$10.7M	0.05%	243
2024 Q3	$11.6M	Buy	221,246 +17,532	+9%	+$924K	0.63%	26
2024 Q2	$10.5M	Buy	203,714 +74,070	+57%	+$3.77M	0.58%	30
2024 Q1	$6.62M	Buy	+129,644	New	+$6.66M	0.39%	56

Other funds holding IGIB

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diversify Advisory Services's IGIB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 19,425 shares worth $1.02M. The stake represents 0.02% of the portfolio and ranks #622 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IGIB as recently as Q4 2025.

Diversify Advisory Services first reported a position in IGIB in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q3 2024. 505 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Diversify Advisory Services held 19,425 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.02M as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #622 holding.
Diversify Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.6M in Q3 2024.
505 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.