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

EverSource Wealth Advisors’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	$162K	Sell	3,038 -3,083	-50%	-$164K	0.01%	1117
2026 Q1	$326K	Buy	6,121 +2,866	+88%	+$154K	0.01%	808
2025 Q4	$175K	Sell	3,255 -18	-0.5%	-$973	0.01%	1007
2025 Q3	$177K	Hold	3,273	–	–	0.01%	976
2025 Q2	$174K	Hold	3,273	–	–	0.01%	917
2025 Q1	$172K	Hold	3,273	–	–	0.01%	711
2024 Q4	$169K	Hold	3,273	–	–	0.01%	715
2024 Q3	$176K	Sell	3,273 -1,926	-37%	-$102K	0.01%	601
2024 Q2	$272K	Buy	5,199 +1,867	+56%	+$95.1K	0.02%	468
2024 Q1	$167K	Sell	3,332 -199	-6%	-$10.2K	0.01%	548
2023 Q4	$184K	Buy	3,531 +2,914	+472%	+$144K	0.02%	452
2023 Q3	$30K	Buy	617 +386	+167%	+$19.2K	﹤0.01%	977
2023 Q2	$11.7K	Buy	231 +122	+112%	+$6.2K	﹤0.01%	1380
2023 Q1	$5.57K	Buy	+109	New	+$5.52K	﹤0.01%	1607

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EverSource Wealth Advisors's IGIB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 50% in Q2 2026, selling an estimated $164K and leaving 3,038 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1117.

EverSource Wealth Advisors first reported a position in IGIB in Q1 2023 and has held it in 14 quarters since. The position peaked at $326K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

EverSource Wealth Advisors held 3,038 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $162K as of Q2 2026.
EverSource Wealth Advisors sold 3,083 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $164K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1117 holding.
EverSource Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $326K in Q1 2026.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.