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

Paces Ferry 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
Q2 		$961K Buy
18,070
+2,180
+14% +$116K 0.36% 43
2026
Q1 		$846K Buy
15,890
+284
+2% +$15.3K 0.35% 45
2025
Q4 		$841K Buy
15,606
+2,316
+17% +$125K 0.34% 47
2025
Q3 		$719K Buy
13,290
+216
+2% +$11.6K 0.3% 51
2025
Q2 		$697K Sell
13,074
-260
-2% -$13.6K 0.32% 50
2025
Q1 		$700K Buy
13,334
+1,188
+10% +$61.7K 0.35% 50
2024
Q4 		$626K Buy
12,146
+3,206
+36% +$168K 0.3% 52
2024
Q3 		$480K Buy
8,940
+963
+12% +$50.8K 0.28% 59
2024
Q2 		$409K Buy
+7,977
New +$406K 0.25% 67
2021
Q3 		– Sell
-3,360
Closed -$203K – 120
2021
Q2 		$203K Buy
+3,360
New +$201K 0.16% 122

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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Paces Ferry Wealth Advisors's IGIB Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 14% in Q2 2026, buying an estimated $116K and bringing the position to 18,070 shares worth $961K. The position accounts for 0.36% of the portfolio, ranked #43.

Paces Ferry Wealth Advisors first reported a position in IGIB in Q2 2021 and has held it in 10 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Paces Ferry Wealth Advisors held 18,070 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $961K as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 2,180 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $116K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.36% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Paces Ferry Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 10 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.