HCA
IGIB icon

Heck Capital Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Heck 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 		$906K Sell
17,032
-1,070
-6% -$56.9K 0.05% 125
2026
Q1 		$963K Buy
18,102
+12,076
+200% +$650K 0.07% 118
2025
Q4 		$325K Buy
+6,026
New +$326K 0.02% 180
2025
Q1 		– Sell
-473
Closed -$24.4K – 244
2024
Q4 		$24.4K Sell
473
-13
-3% -$681 ﹤0.01% 184
2024
Q3 		$26.1K Buy
486
+5
+1% +$264 ﹤0.01% 174
2024
Q2 		$24.6K Buy
481
+5
+1% +$255 ﹤0.01% 172
2024
Q1 		$24.5K Buy
476
+4
+0.8% +$206 ﹤0.01% 170
2023
Q4 		$24.6K Buy
472
+6
+1% +$297 ﹤0.01% 163
2023
Q3 		$22.7K Buy
466
+5
+1% +$249 ﹤0.01% 158
2023
Q2 		$23.3K Buy
461
+4
+0.9% +$203 ﹤0.01% 146
2023
Q1 		$23.4K Buy
457
+11
+2% +$557 ﹤0.01% 133
2022
Q4 		$22.1K Buy
446
+5
+1% +$245 ﹤0.01% 133
2022
Q3 		$21.3K Buy
441
+3
+0.7% +$153 ﹤0.01% 131
2022
Q2 		$22.4K Sell
438
-5,422
-93% -$283K ﹤0.01% 132
2022
Q1 		$322K Sell
5,860
-2,980
-34% -$169K 0.06% 96
2021
Q4 		$524K Buy
8,840
+34
+0.4% +$2.02K 0.1% 84
2021
Q3 		$529K Buy
8,806
+18
+0.2% +$1.09K 0.11% 85
2021
Q2 		$532K Buy
8,788
+14
+0.2% +$838 0.11% 85
2021
Q1 		$520K Buy
8,774
+2,926
+50% +$177K 0.11% 83
2020
Q4 		$361K Sell
5,848
-17
-0.3% -$1.04K 0.09% 83
2020
Q3 		$357K Buy
5,865
+3
+0.1% +$183 0.1% 72
2020
Q2 		$354K Buy
+5,862
New +$342K 0.07% 68

Other funds holding IGIB

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return