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

Gradient Investments’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 		$213K Sell
4,001
-754,239
-99% -$40.1M ﹤0.01% 436
2026
Q1 		$40.4M Buy
758,240
+36,573
+5% +$1.97M 0.63% 43
2025
Q4 		$38.9M Buy
721,667
+29,354
+4% +$1.59M 0.62% 46
2025
Q3 		$37.4M Buy
692,313
+285,488
+70% +$15.3M 0.63% 48
2025
Q2 		$21.7M Sell
406,825
-6,662
-2% -$348K 0.4% 85
2025
Q1 		$21.7M Sell
413,487
-1,007,438
-71% -$52.3M 0.44% 75
2024
Q4 		$73.2M Sell
1,420,925
-238,530
-14% -$12.5M 1.48% 16
2024
Q3 		$89.1M Sell
1,659,455
-206,756
-11% -$10.9M 1.86% 9
2024
Q2 		$95.7M Sell
1,866,211
-1,283,374
-41% -$65.3M 2.15% 5
2024
Q1 		$163M Buy
3,149,585
+912,750
+41% +$46.9M 3.77% 3
2023
Q4 		$116M Buy
2,236,835
+223,242
+11% +$11M 2.81% 3
2023
Q3 		$98M Buy
2,013,593
+32,097
+2% +$1.6M 2.59% 5
2023
Q2 		$100M Sell
1,981,496
-466,896
-19% -$23.7M 2.58% 4
2023
Q1 		$126M Sell
2,448,392
-8,306
-0.3% -$421K 3.42% 4
2022
Q4 		$122M Buy
2,456,698
+640,389
+35% +$31.4M 3.83% 3
2022
Q3 		$87.7M Buy
+1,816,309
New +$92.9M 2.68% 5
2021
Q4 		– Sell
-56
Closed -$3K – 1279
2021
Q3 		$3K Sell
56
-29
-34% -$1.76K ﹤0.01% 957
2021
Q2 		$5K Buy
+85
New +$5.09K ﹤0.01% 879
2021
Q1 		– Sell
-184
Closed -$11K – 1204
2020
Q4 		$11K Hold
184
– – ﹤0.01% 673
2020
Q3 		$11K Buy
+184
New +$11.2K ﹤0.01% 677
2020
Q2 		– Sell
-105
Closed -$6K – 1112
2020
Q1 		$6K Buy
+105
New +$6.06K ﹤0.01% 746
2018
Q2 		– Sell
-802
Closed -$43K – 1057
2018
Q1 		$43K Buy
+802
New +$43.2K ﹤0.01% 361
2017
Q3 		– Sell
-66
Closed -$4K – 458
2017
Q2 		$4K Buy
66
+20
+43% +$1.1K ﹤0.01% 613
2017
Q1 		$2K Buy
+46
New +$2.5K ﹤0.01% 686
2016
Q3 		– Sell
-66
Closed -$4K – 738
2016
Q2 		$4K Buy
+66
New +$3.63K ﹤0.01% 549
2015
Q4 		– Sell
-10
Closed -$1K – 709
2015
Q3 		$1K Buy
+10
New +$542 ﹤0.01% 544
2014
Q1 		– Sell
-336
Closed -$18K – 576
2013
Q4 		$18K Buy
+336
New +$18.2K ﹤0.01% 318

Other funds holding IGIB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Gradient Investments's IGIB Position: Q2 2026 in Review

Gradient Investments reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 99% in Q2 2026, selling an estimated $40.1M and leaving 4,001 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Gradient Investments first reported a position in IGIB in Q4 2013 and has held it in 27 quarters since. The position peaked at $163M in Q1 2024. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Gradient Investments held 4,001 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $213K as of Q2 2026.
  • Gradient Investments sold 754,239 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $40.1M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #436 holding.
  • Gradient Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2013 and has held it in 27 quarters since.
  • Gradient Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $163M in Q1 2024.
  • 115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.