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

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 22.96% 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

Gradient Capital Advisors's IGIB Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 4,141 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #170.

Gradient Capital Advisors first reported a position in IGIB in Q4 2017 and has held it in 9 quarters since. The position peaked at $243K in Q3 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Gradient Capital Advisors held 4,141 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $220K as of Q2 2026.
Gradient Capital Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #170 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 9 quarters since.
Gradient Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $243K in Q3 2024.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.