IAA
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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return