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

Invera Wealth 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	$7.15M	Buy	141,935 +1,782	+1%	+$92.7K	3.69%	3
2026 Q2	$7.45M	Buy	140,153 +9,108	+7%	+$484K	4%	1
2026 Q1	$6.97M	Buy	131,045 +1,149	+0.9%	+$61.8K	4.48%	1
2025 Q4	$7M	Buy	129,896 +4,971	+4%	+$269K	4.42%	1
2025 Q3	$6.76M	Buy	124,925 +25	+0%	+$1.34K	4.16%	2
2025 Q2	$6.66M	Buy	124,900 +18,437	+17%	+$962K	4.34%	2
2025 Q1	$5.59M	Buy	+106,463	New	+$5.53M	3.61%	3
2024 Q1	–	Sell	-84,826	Closed	-$4.41M	–	77
2023 Q4	$4.41M	Buy	+84,826	New	+$4.19M	2.76%	6

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Invera Wealth Advisors's IGIB Position: Q3 2026 in Review

Invera Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q3 2026, buying an estimated $92.7K and bringing the position to 141,935 shares worth $7.15M. The position accounts for 3.69% of the portfolio, ranked #3.

Invera Wealth Advisors first reported a position in IGIB in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.45M in Q2 2026. 574 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Invera Wealth Advisors held 141,935 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.15M as of Q3 2026.
Invera Wealth Advisors bought 1,782 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $92.7K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.69% of Invera Wealth Advisors's portfolio in Q3 2026, its #3 holding.
Invera Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Invera Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.45M in Q2 2026.
574 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.