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 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 $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Foundations Investment Advisors's IGIB Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026: 4,737 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in IGIB as recently as Q4 2024.

Foundations Investment Advisors first reported a position in IGIB in Q1 2024 and has held it in 5 quarters since. The position peaked at $277K in Q2 2024. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Foundations Investment Advisors held 4,737 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $252K as of Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Foundations Investment Advisors position in Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #981 holding.
Foundations Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 5 quarters since.
Foundations Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $277K in Q2 2024.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.