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

Herold 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
Q3 		$338K Sell
6,710
-102,860
-94% -$5.35M 0.07% 209
2026
Q2 		$5.83M Buy
109,570
+12,752
+13% +$678K 1.15% 18
2026
Q1 		$5.15M Buy
96,818
+14,524
+18% +$782K 1.13% 19
2025
Q4 		$4.43M Buy
82,294
+33,967
+70% +$1.84M 0.99% 21
2025
Q3 		$2.61M Sell
48,327
-999
-2% -$53.4K 0.61% 49
2025
Q2 		$2.63M Buy
49,326
+6,964
+16% +$363K 0.55% 50
2025
Q1 		$2.22M Buy
42,362
+22,276
+111% +$1.16M 0.49% 60
2024
Q4 		$1.03M Buy
20,086
+3,873
+24% +$203K 0.23% 116
2024
Q3 		$871K Buy
16,213
+2,404
+17% +$127K 0.19% 143
2024
Q2 		$708K Buy
13,809
+1,249
+10% +$63.6K 0.16% 149
2024
Q1 		$648K Sell
12,560
-1,842
-13% -$94.7K 0.16% 152
2023
Q4 		$749K Buy
14,402
+2,692
+23% +$133K 0.21% 128
2023
Q3 		$570K Buy
11,710
+2,669
+30% +$133K 0.17% 142
2023
Q2 		$457K Buy
9,041
+4,821
+114% +$245K 0.14% 162
2023
Q1 		$216K Buy
+4,220
New +$214K 0.07% 213
2022
Q4 		– Sell
-4,678
Closed -$225K – 209
2022
Q3 		$225K Hold
4,678
– – 0.11% 167
2022
Q2 		$238K Sell
4,678
-1,045
-18% -$54.5K 0.11% 177
2022
Q1 		$314K Buy
5,723
+25
+0.4% +$1.42K 0.11% 155
2021
Q4 		$337K Sell
5,698
-375
-6% -$22.3K 0.13% 155
2021
Q3 		$364K Buy
+6,073
New +$369K 0.14% 148

Other funds holding IGIB

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Herold Advisors's IGIB Position: Q3 2026 in Review

Herold Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 94% in Q3 2026, selling an estimated $5.35M and leaving 6,710 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #209.

Herold Advisors first reported a position in IGIB in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.83M in Q2 2026. 123 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Herold Advisors held 6,710 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $338K as of Q3 2026.
  • Herold Advisors sold 102,860 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.35M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Herold Advisors's portfolio in Q3 2026, its #209 holding.
  • Herold Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.83M in Q2 2026.
  • 123 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.