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

Elevate Wealth 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
Q3 		$12.5K Buy
+249
New +$13K 0.01% 124

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Elevate Wealth Advisory's IGIB Position: Q3 2026 in Review

Elevate Wealth Advisory opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2026: 249 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings.

304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Elevate Wealth Advisory held 249 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.5K as of Q3 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Elevate Wealth Advisory position in Q3 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q3 2026, its #124 holding.
  • 304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Elevate Wealth Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.