Lloyd Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lloyd Advisory Services’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	–	Sell	-487	Closed	-$25.9K	–	807
2026 Q1	$25.9K	Buy	+487	New	+$26.2K	0.01%	352
2022 Q2	–	Sell	-1	Closed	–	–	291
2022 Q1	$0	Buy	+1	New	+$57	﹤0.01%	629
2021 Q1	–	Sell	-82	Closed	-$4.96K	–	393
2020 Q4	$5K	Buy	82 +66	+413%	+$4.04K	﹤0.01%	246
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	305
2020 Q2	$1K	Sell	16 -15	-48%	-$874	﹤0.01%	289
2020 Q1	$2K	Sell	31 -134	-81%	-$7.74K	﹤0.01%	219
2019 Q4	$10K	Buy	+165	New	+$9.55K	0.01%	218

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 22.96% 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

Lloyd Advisory Services's IGIB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 487 shares — an estimated $25.9K sold.

Lloyd Advisory Services first reported a position in IGIB in Q4 2019 and held it in 7 quarters. The position peaked at $25.9K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Lloyd Advisory Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 487 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.9K.
Lloyd Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
Lloyd Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25.9K in Q1 2026.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.