Independent Advisor Alliance’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Independent Advisor Alliance’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	$817K	Sell	15,364 -7,169	-32%	-$381K	0.02%	521
2026 Q1	$1.2M	Buy	22,533 +10,538	+88%	+$567K	0.01%	739
2025 Q4	$646K	Sell	11,995 -56	-0.5%	-$3.03K	0.02%	580
2025 Q3	$652K	Buy	12,051 +839	+7%	+$44.9K	0.02%	550
2025 Q2	$597K	Sell	11,212 -4,500	-29%	-$235K	0.02%	533
2025 Q1	$825K	Sell	15,712 -41,824	-73%	-$2.17M	0.03%	405
2024 Q4	$2.96M	Buy	+57,536	New	+$3.01M	0.04%	404
2023 Q1	–	Sell	-8,996	Closed	-$445K	–	683
2022 Q4	$445K	Buy	+8,996	New	+$441K	0.15%	84
2020 Q1	–	Sell	-13,564	Closed	-$786K	–	609
2019 Q4	$786K	Buy	+13,564	New	+$785K	0.03%	431

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 22.9% 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

Independent Advisor Alliance's IGIB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 32% in Q2 2026, selling an estimated $381K and leaving 15,364 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #521.

Independent Advisor Alliance first reported a position in IGIB in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.96M in Q4 2024. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Independent Advisor Alliance held 15,364 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $817K as of Q2 2026.
Independent Advisor Alliance sold 7,169 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $381K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #521 holding.
Independent Advisor Alliance first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 9 quarters since.
Independent Advisor Alliance's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.96M in Q4 2024.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.