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 Q3	–	Sell	-3,988	Closed	-$212K	–	1193
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Empirical Wealth Management's IGIB Position: Q3 2026 in Review

Empirical Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2026, closing a stake of 3,988 shares — an estimated $212K sold.

Empirical Wealth Management first reported a position in IGIB in Q4 2018 and held it in 29 quarters. The position peaked at $630K in Q4 2021. 490 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Empirical Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Empirical Wealth Management sold 3,988 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $212K.
Empirical Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and held it in 29 quarters.
Empirical Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $630K in Q4 2021.
490 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.