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

Gradient Capital 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	$220K	Hold	4,141	–	–	0.05%	170
2026 Q1	$220K	Hold	4,141	–	–	0.06%	165
2025 Q4	$223K	Hold	4,141	–	–	0.06%	165
2025 Q3	$224K	Sell	4,141 -377	-8%	-$20.2K	0.06%	157
2025 Q2	$241K	Hold	4,518	–	–	0.07%	146
2025 Q1	$237K	Hold	4,518	–	–	0.08%	143
2024 Q4	$233K	Hold	4,518	–	–	0.08%	144
2024 Q3	$243K	Buy	+4,518	New	+$238K	0.08%	137
2018 Q1	–	Sell	-3,726	Closed	-$203K	–	81
2017 Q4	$203K	Buy	+3,726	New	+$204K	0.21%	76

Other funds holding IGIB

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return