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

Empirical Wealth Management’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	$212K	Sell	3,988 -489	-11%	-$26K	﹤0.01%	1003
2026 Q1	$238K	Buy	4,477 +589	+15%	+$31.7K	﹤0.01%	888
2025 Q4	$209K	Sell	3,888 -232	-6%	-$12.5K	﹤0.01%	849
2025 Q3	$223K	Buy	4,120 +1	+0%	+$53	﹤0.01%	720
2025 Q2	$220K	Buy	4,119 +114	+3%	+$5.95K	0.01%	616
2025 Q1	$210K	Hold	4,005	–	–	0.01%	597
2024 Q4	$206K	Sell	4,005 -225	-5%	-$11.8K	0.01%	574
2024 Q3	$227K	Sell	4,230 -5,755	-58%	-$303K	0.01%	515
2024 Q2	$512K	Buy	9,985 +5,446	+120%	+$277K	0.02%	355
2024 Q1	$234K	Sell	4,539 -263	-5%	-$13.5K	0.01%	479
2023 Q4	$250K	Sell	4,802 -3,859	-45%	-$191K	0.01%	435
2023 Q3	$421K	Sell	8,661 -1,661	-16%	-$82.7K	0.02%	329
2023 Q2	$522K	Buy	10,322 +6,354	+160%	+$323K	0.02%	298
2023 Q1	$203K	Buy	+3,968	New	+$201K	0.01%	444
2022 Q3	–	Sell	-11,701	Closed	-$597K	–	475
2022 Q2	$597K	Buy	11,701 +1,931	+20%	+$101K	0.03%	268
2022 Q1	$536K	Sell	9,770 -854	-8%	-$48.4K	0.03%	318
2021 Q4	$630K	Buy	10,624 +854	+9%	+$50.8K	0.03%	293
2021 Q3	$587K	Hold	9,770	–	–	0.03%	268
2021 Q2	$591K	Hold	9,770	–	–	0.04%	269
2021 Q1	$579K	Hold	9,770	–	–	0.05%	229
2020 Q4	$604K	Hold	9,770	–	–	0.05%	221
2020 Q3	$594K	Hold	9,770	–	–	0.05%	188
2020 Q2	$590K	Sell	9,770 -200	-2%	-$11.7K	0.06%	181
2020 Q1	$548K	Hold	9,970	–	–	0.06%	172
2019 Q4	$578K	Hold	9,970	–	–	0.06%	177
2019 Q3	$577K	Hold	9,970	–	–	0.07%	162
2019 Q2	$568K	Hold	9,970	–	–	0.07%	143
2019 Q1	$550K	Hold	9,970	–	–	0.08%	132
2018 Q4	$523K	Buy	+9,970	New	+$522K	0.09%	118

Other funds holding IGIB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Empirical Wealth Management's IGIB Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q2 2026, selling an estimated $26K and leaving 3,988 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Empirical Wealth Management first reported a position in IGIB in Q4 2018 and has held it in 29 quarters since. The position peaked at $630K in Q4 2021. 289 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Empirical Wealth Management held 3,988 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $212K as of Q2 2026.
Empirical Wealth Management sold 489 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $26K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1003 holding.
Empirical Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
Empirical Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $630K in Q4 2021.
289 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.