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Great Valley Advisor Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Great Valley Advisor Group’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 		$1.01M Sell
18,911
-5,014
-21% -$266K 0.02% 543
2026
Q1 		$1.27M Sell
23,925
-4,737
-17% -$255K 0.02% 467
2025
Q4 		$1.54M Buy
28,662
+10,090
+54% +$545K 0.03% 392
2025
Q3 		$1M Sell
18,572
-278
-1% -$14.9K 0.02% 473
2025
Q2 		$1M Sell
18,850
-2,206
-10% -$115K 0.02% 460
2025
Q1 		$1.11M Sell
21,056
-4,929
-19% -$256K 0.02% 434
2024
Q4 		$1.34M Buy
25,985
+990
+4% +$51.8K 0.03% 385
2024
Q3 		$1.34M Sell
24,995
-1,029
-4% -$54.3K 0.03% 377
2024
Q2 		$1.33M Sell
26,024
-3,723
-13% -$190K 0.04% 337
2024
Q1 		$1.53M Buy
29,747
+359
+1% +$18.5K 0.05% 304
2023
Q4 		$1.53M Sell
29,388
-2,153
-7% -$106K 0.05% 278
2023
Q3 		$1.53M Sell
31,541
-8,892
-22% -$443K 0.06% 254
2023
Q2 		$2.04M Buy
40,433
+3,728
+10% +$189K 0.09% 218
2023
Q1 		$1.88M Buy
36,705
+3,821
+12% +$194K 0.09% 218
2022
Q4 		$1.63M Buy
32,884
+1,685
+5% +$82.6K 0.08% 244
2022
Q3 		$1.51M Sell
31,199
-10,893
-26% -$557K 0.08% 234
2022
Q2 		$2.15M Buy
42,092
+2,191
+5% +$114K 0.12% 189
2022
Q1 		$2.19M Buy
39,901
+4,887
+14% +$277K 0.13% 187
2021
Q4 		$2.08M Buy
35,014
+792
+2% +$47.1K 0.13% 182
2021
Q3 		$2.06M Buy
34,222
+111
+0.3% +$6.74K 0.14% 170
2021
Q2 		$2.06M Buy
34,111
+20,439
+149% +$1.22M 0.15% 159
2021
Q1 		$810K Buy
13,672
+2,730
+25% +$165K 0.08% 222
2020
Q4 		$676K Buy
10,942
+190
+2% +$11.6K 0.07% 236
2020
Q3 		$654K Sell
10,752
-3,859
-26% -$235K 0.08% 203
2020
Q2 		$882K Buy
14,611
+310
+2% +$18.1K 0.14% 166
2020
Q1 		$785K Buy
14,301
+789
+6% +$45.6K 0.21% 131
2019
Q4 		$783K Buy
13,512
+484
+4% +$28K 0.17% 161
2019
Q3 		$755K Buy
13,028
+675
+5% +$38.8K 0.18% 158
2019
Q2 		$704K Sell
12,353
-91
-0.7% -$5.05K 0.18% 158
2019
Q1 		$686K Buy
+12,444
New +$669K 0.22% 130

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Great Valley Advisor Group's IGIB Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 21% in Q2 2026, selling an estimated $266K and leaving 18,911 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #543.

Great Valley Advisor Group first reported a position in IGIB in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.19M in Q1 2022. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Great Valley Advisor Group held 18,911 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.01M as of Q2 2026.
  • Great Valley Advisor Group sold 5,014 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $266K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #543 holding.
  • Great Valley Advisor Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Great Valley Advisor Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.19M in Q1 2022.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.