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 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 $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return