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

Evolution 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 		$398K Sell
7,476
-4,825
-39% -$256K 0.05% 120
2026
Q1 		$655K Buy
12,301
+4,682
+61% +$252K 0.07% 93
2025
Q4 		$411K Buy
7,619
+1
+0% +$54 0.04% 112
2025
Q3 		$412K Buy
7,618
+2
+0% +$107 0.06% 109
2025
Q2 		$406K Buy
7,616
+1
+0% +$52 0.06% 111
2025
Q1 		$400K Hold
7,615
– – 0.07% 100
2024
Q4 		$392K Sell
7,615
-415
-5% -$21.7K 0.07% 98
2024
Q3 		$431K Sell
8,030
-100
-1% -$5.27K 0.08% 90
2024
Q2 		$417K Sell
8,130
-250
-3% -$12.7K 0.08% 89
2024
Q1 		$432K Sell
8,380
-1,105
-12% -$56.8K 0.08% 87
2023
Q4 		$493K Sell
9,485
-2,455
-21% -$121K 0.1% 79
2023
Q3 		$581K Sell
11,940
-50
-0.4% -$2.49K 0.13% 67
2023
Q2 		$606K Buy
+11,990
New +$609K 0.13% 64
2020
Q1 		– Sell
-3,097
Closed -$180K – 473
2019
Q4 		$180K Buy
+3,097
New +$179K 0.05% 83

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

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

Evolution Wealth Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 39% in Q2 2026, selling an estimated $256K and leaving 7,476 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #120.

Evolution Wealth Advisors first reported a position in IGIB in Q4 2019 and has held it in 14 quarters since. The position peaked at $655K in Q1 2026. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Evolution Wealth Advisors held 7,476 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $398K as of Q2 2026.
  • Evolution Wealth Advisors sold 4,825 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $256K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Evolution Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Evolution Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 14 quarters since.
  • Evolution Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $655K in Q1 2026.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.