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

Foundations Investment 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	–	Sell	-4,737	Closed	-$252K	–	1260
2026 Q1	$252K	Buy	+4,737	New	+$255K	﹤0.01%	981
2025 Q1	–	Sell	-4,006	Closed	-$206K	–	892
2024 Q4	$206K	Buy	4,006 +49	+1%	+$2.57K	﹤0.01%	800
2024 Q3	$213K	Sell	3,957 -1,454	-27%	-$76.7K	﹤0.01%	755
2024 Q2	$277K	Buy	5,411 +855	+19%	+$43.5K	0.01%	628
2024 Q1	$235K	Buy	+4,556	New	+$234K	0.01%	637

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 22.9% 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

Foundations Investment Advisors's IGIB Position: Q2 2026 in Review

Foundations Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 4,737 shares — an estimated $252K sold.

Foundations Investment Advisors first reported a position in IGIB in Q1 2024 and held it in 5 quarters. The position peaked at $277K in Q2 2024. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Foundations Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 4,737 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $252K.
Foundations Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
Foundations Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $277K in Q2 2024.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.