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Dynamic Advisor Solutions’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Dynamic Advisor Solutions’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 		$2.44M Buy
45,848
+1,437
+3% +$76.4K 0.07% 281
2026
Q1 		$2.36M Buy
44,411
+2,600
+6% +$140K 0.07% 271
2025
Q4 		$2.25M Buy
41,811
+3,337
+9% +$180K 0.07% 270
2025
Q3 		$2.08M Buy
38,474
+1,772
+5% +$94.8K 0.06% 310
2025
Q2 		$1.96M Buy
36,702
+671
+2% +$35K 0.06% 314
2025
Q1 		$1.89M Buy
36,031
+1,179
+3% +$61.2K 0.06% 290
2024
Q4 		$1.8M Buy
34,852
+4,136
+13% +$217K 0.08% 223
2024
Q3 		$1.65M Buy
30,716
+4,271
+16% +$225K 0.05% 331
2024
Q2 		$1.36M Buy
26,445
+4,601
+21% +$234K 0.04% 382
2024
Q1 		$1.13M Buy
21,844
+8,936
+69% +$459K 0.04% 418
2023
Q4 		$662K Buy
+12,908
New +$638K 0.02% 515
2023
Q3 		– Sell
-4,902
Closed -$248K – 862
2023
Q2 		$248K Buy
4,902
+397
+9% +$20.2K 0.01% 681
2023
Q1 		$231K Sell
4,505
-2,093
-32% -$106K 0.01% 664
2022
Q4 		$327K Sell
6,598
-802
-11% -$39.3K 0.02% 536
2022
Q3 		$357K Sell
7,400
-3,094
-29% -$158K 0.03% 480
2022
Q2 		$536K Sell
10,494
-5,797
-36% -$302K 0.04% 378
2022
Q1 		$894K Sell
16,291
-3,369
-17% -$191K 0.06% 295
2021
Q4 		$1.17M Sell
19,660
-29,326
-60% -$1.75M 0.08% 246
2021
Q3 		$2.94M Sell
48,986
-6,450
-12% -$392K 0.22% 112
2021
Q2 		$3.35M Sell
55,436
-7,379
-12% -$442K 0.27% 95
2021
Q1 		$3.72M Sell
62,815
-2,939
-4% -$178K 0.35% 70
2020
Q4 		$4.06M Buy
65,754
+17,475
+36% +$1.07M 0.38% 64
2020
Q3 		$2.94M Buy
48,279
+4,999
+12% +$305K 0.33% 82
2020
Q2 		$2.61M Buy
43,280
+2,801
+7% +$163K 0.35% 82
2020
Q1 		$2.22M Buy
40,479
+824
+2% +$47.6K 0.41% 59
2019
Q4 		$2.3M Buy
39,655
+7,204
+22% +$417K 0.31% 82
2019
Q3 		$1.88M Buy
32,451
+10,013
+45% +$575K 0.29% 87
2019
Q2 		$1.28M Buy
22,438
+10,343
+86% +$574K 0.21% 125
2019
Q1 		$667K Sell
12,095
-501
-4% -$26.9K 0.13% 186
2018
Q4 		$672K Sell
12,596
-2,611
-17% -$137K 0.14% 164
2018
Q3 		$807K Sell
15,207
-18,225
-55% -$970K 0.17% 156
2018
Q2 		$1.78M Buy
33,432
+1,268
+4% +$67.4K 0.4% 74
2018
Q1 		$1.73M Buy
32,164
+27,070
+531% +$1.46M 0.44% 74
2017
Q4 		$278K Buy
+5,094
New +$279K 0.09% 202

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

Dynamic Advisor Solutions's IGIB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.2% in Q2 2026, buying an estimated $76.4K and bringing the position to 45,848 shares worth $2.44M. The position accounts for 0.07% of the portfolio, ranked #281.

Dynamic Advisor Solutions first reported a position in IGIB in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.06M in Q4 2020. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Dynamic Advisor Solutions held 45,848 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.44M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,437 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $76.4K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #281 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Dynamic Advisor Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.06M in Q4 2020.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.