McAdam LLC’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

McAdam LLC’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	$295K	Sell	5,553 -4,176	-43%	-$222K	0.01%	382
2026 Q1	$518K	Buy	9,729 +3,162	+48%	+$170K	0.02%	240
2025 Q4	$354K	Buy	+6,567	New	+$355K	0.02%	298
2018 Q4	–	Sell	-518	Closed	-$27K	–	306
2018 Q3	$27K	Hold	518	–	–	0.01%	220
2018 Q2	$28K	Hold	518	–	–	0.01%	201
2018 Q1	$28K	Buy	+518	New	+$27.9K	0.01%	205

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

McAdam LLC's IGIB Position: Q2 2026 in Review

McAdam LLC reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 43% in Q2 2026, selling an estimated $222K and leaving 5,553 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #382.

McAdam LLC first reported a position in IGIB in Q1 2018 and has held it in 6 quarters since. The position peaked at $518K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

McAdam LLC held 5,553 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $295K as of Q2 2026.
McAdam LLC sold 4,176 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $222K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #382 holding.
McAdam LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 6 quarters since.
McAdam LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $518K in Q1 2026.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.