Guardian Wealth Advisors (North Carolina)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-1,209	Closed	-$64.4K	–	474
2026 Q1	$64.4K	Buy	+1,209	New	+$65.1K	﹤0.01%	428
2024 Q1	–	Sell	-638	Closed	-$33.2K	–	464
2023 Q4	$33.2K	Buy	+638	New	+$31.5K	0.01%	331

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

Guardian Wealth Advisors (North Carolina)'s IGIB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 1,209 shares — an estimated $64.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IGIB in Q4 2023 and held it in 2 quarters. The position peaked at $64.4K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,209 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $64.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $64.4K in Q1 2026.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.