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 Q3	$208K	Hold	4,141	–	–	0.05%	173
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gradient Capital Advisors's IGIB Position: Q3 2026 in Review

Gradient Capital Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 4,141 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #173.

Gradient Capital Advisors first reported a position in IGIB in Q4 2017 and has held it in 10 quarters since. The position peaked at $243K in Q3 2024. 168 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Gradient Capital Advisors held 4,141 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $208K as of Q3 2026.
Gradient Capital Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q3 2026, its #173 holding.
Gradient Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 10 quarters since.
Gradient Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $243K in Q3 2024.
168 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.