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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RDA Financial Network's IGIB Position: Q2 2026 in Review

RDA Financial Network reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.34% in Q2 2026, selling an estimated $850 and leaving 4,756 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #249.

RDA Financial Network first reported a position in IGIB in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.7M in Q4 2021. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

RDA Financial Network held 4,756 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $253K as of Q2 2026.
RDA Financial Network sold 16 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $850.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of RDA Financial Network's portfolio in Q2 2026, its #249 holding.
RDA Financial Network first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 12 quarters since.
RDA Financial Network's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.7M in Q4 2021.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.