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 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 $58.2B AUM 22.78% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Physician Wealth Advisors's IGIB Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.92% in Q2 2026, buying an estimated $106 and bringing the position to 220 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Physician Wealth Advisors first reported a position in IGIB in Q3 2019 and has held it in 4 quarters since. The position peaked at $1.68M in Q4 2019. 324 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Physician Wealth Advisors held 220 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.7K as of Q2 2026.
Physician Wealth Advisors bought 2 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $106.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #823 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 4 quarters since.
Physician Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.68M in Q4 2019.
324 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.