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

Lineweaver 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
Q1 		– Sell
-10,447
Closed -$563K – 179
2025
Q4 		$563K Buy
10,447
+26
+0.2% +$1.41K 0.08% 141
2025
Q3 		$564K Buy
10,421
+22
+0.2% +$1.18K 0.08% 131
2025
Q2 		$554K Buy
10,399
+22
+0.2% +$1.15K 0.09% 121
2025
Q1 		$545K Sell
10,377
-475
-4% -$24.7K 0.09% 111
2024
Q4 		$559K Sell
10,852
-4,211
-28% -$221K 0.1% 104
2024
Q3 		$809K Sell
15,063
-1,016
-6% -$53.6K 0.15% 90
2024
Q2 		$824K Sell
16,079
-5,973
-27% -$304K 0.17% 90
2024
Q1 		$1.14M Sell
22,052
-1,966
-8% -$101K 0.27% 73
2023
Q4 		$1.25M Sell
24,018
-188,356
-89% -$9.31M 0.32% 60
2023
Q3 		$10.3M Sell
212,374
-13,982
-6% -$696K 3% 9
2023
Q2 		$11.4M Buy
226,356
+193,760
+594% +$9.85M 3.26% 6
2023
Q1 		$1.67M Buy
32,596
+100
+0.3% +$5.07K 0.51% 44
2022
Q4 		$1.61M Sell
32,496
-441
-1% -$21.6K 0.49% 42
2022
Q3 		$1.59M Sell
32,937
-2,589
-7% -$132K 0.52% 43
2022
Q2 		$1.81M Sell
35,526
-3,390
-9% -$177K 0.6% 33
2022
Q1 		$2.13M Buy
38,916
+74
+0.2% +$4.2K 0.61% 30
2021
Q4 		$2.3M Sell
38,842
-10,915
-22% -$650K 0.66% 27
2021
Q3 		$2.99M Sell
49,757
-3,520
-7% -$214K 0.91% 25
2021
Q2 		$3.22M Sell
53,277
-27,423
-34% -$1.64M 1.06% 21
2021
Q1 		$4.78M Sell
80,700
-42,220
-34% -$2.55M 1.7% 16
2020
Q4 		$7.59M Buy
122,920
+9,133
+8% +$559K 2.98% 9
2020
Q3 		$6.92M Buy
113,787
+82,633
+265% +$5.04M 3.09% 11
2020
Q2 		$1.88M Sell
31,154
-62,820
-67% -$3.66M 0.96% 24
2020
Q1 		$5.17M Buy
93,974
+2,609
+3% +$151K 3.25% 7
2019
Q4 		$5.3M Buy
+91,365
New +$5.29M 2.99% 11

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Lineweaver Wealth Advisors's IGIB Position: Q1 2026 in Review

Lineweaver Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 10,447 shares — an estimated $563K sold.

Lineweaver Wealth Advisors first reported a position in IGIB in Q4 2019 and held it in 25 quarters. The position peaked at $11.4M in Q2 2023. 708 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Lineweaver Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 10,447 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $563K.
  • Lineweaver Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 25 quarters.
  • Lineweaver Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.4M in Q2 2023.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.