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

Physician 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 Q3	$19.2K	Buy	381 +161	+73%	+$8.38K	﹤0.01%	703
2026 Q2	$11.7K	Buy	220 +2	+0.9%	+$106	﹤0.01%	823
2026 Q1	$11.6K	Buy	+218	New	+$11.7K	﹤0.01%	759
2020 Q1	–	Sell	-28,876	Closed	-$1.68M	–	113
2019 Q4	$1.68M	Buy	28,876 +5,677	+24%	+$329K	0.75%	27
2019 Q3	$1.35M	Buy	+23,199	New	+$1.33M	0.66%	30

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Physician Wealth Advisors's IGIB Position: Q3 2026 in Review

Physician Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 73% in Q3 2026, buying an estimated $8.38K and bringing the position to 381 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Physician Wealth Advisors first reported a position in IGIB in Q3 2019 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2019. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Physician Wealth Advisors held 381 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $19.2K as of Q3 2026.
Physician Wealth Advisors bought 161 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $8.38K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #703 holding.
Physician Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 5 quarters since.
Physician Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.68M in Q4 2019.
645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.