RDA Financial Network’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

RDA Financial Network’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	$253K	Sell	4,756 -16	-0.3%	-$850	0.06%	249
2026 Q1	$254K	Buy	+4,772	New	+$257K	0.06%	232
2022 Q4	–	Sell	-29,242	Closed	-$1.41M	–	216
2022 Q3	$1.41M	Buy	29,242 +651	+2%	+$33.3K	0.77%	37
2022 Q2	$1.46M	Sell	28,591 -762	-3%	-$39.7K	0.74%	41
2022 Q1	$1.61M	Buy	29,353 +657	+2%	+$37.2K	0.68%	46
2021 Q4	$1.7M	Buy	28,696 +2,575	+10%	+$153K	0.69%	42
2021 Q3	$1.57M	Buy	26,121 +2,718	+12%	+$165K	0.69%	44
2021 Q2	$1.42M	Buy	23,403 +539	+2%	+$32.3K	0.63%	50
2021 Q1	$1.35M	Buy	22,864 +2,310	+11%	+$140K	0.58%	51
2020 Q4	$1.27M	Buy	20,554 +1,754	+9%	+$107K	0.57%	52
2020 Q3	$1.14M	Buy	18,800 +12,627	+205%	+$770K	0.52%	57
2020 Q2	$373K	Buy	+6,173	New	+$360K	0.19%	124

Other funds holding IGIB

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

Wealth Enhancement Advisory Services

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

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

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return