RIA
IGIB icon

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

Realta Investment 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 		$52.9K Sell
995
-798
-45% -$42.4K 0.02% 267
2026
Q1 		$95.4K Buy
1,793
+4
+0.2% +$215 0.03% 228
2025
Q4 		$96.4K Buy
1,789
+657
+58% +$35.5K 0.03% 222
2025
Q3 		$61.3K Sell
1,132
-645
-36% -$34.5K 0.02% 230
2025
Q2 		$94.7K Buy
1,777
+5
+0.3% +$261 0.04% 203
2025
Q1 		$93.1K Buy
1,772
+297
+20% +$15.4K 0.04% 206
2024
Q4 		$75.9K Sell
1,475
-593
-29% -$31.1K 0.03% 231
2024
Q3 		$109K Sell
2,068
-8,668
-81% -$457K 0.05% 209
2024
Q2 		$550K Sell
10,736
-2,037
-16% -$104K 0.11% 209
2024
Q1 		$659K Sell
12,773
-31
-0.2% -$1.59K 0.14% 179
2023
Q4 		$666K Sell
12,804
-1,472
-10% -$72.8K 0.15% 170
2023
Q3 		$722K Sell
14,276
-111
-0.8% -$5.53K 0.17% 142
2023
Q2 		$728K Sell
14,387
-141
-1% -$7.17K 0.16% 151
2023
Q1 		$745K Sell
14,528
-556
-4% -$28.2K 0.18% 137
2022
Q4 		$747K Sell
15,084
-1,150
-7% -$56.4K 0.18% 137
2022
Q3 		$784K Sell
16,234
-555
-3% -$28.4K 0.21% 125
2022
Q2 		$864K Sell
16,789
-4,090
-20% -$213K 0.21% 115
2022
Q1 		$1.15M Sell
20,879
-689
-3% -$39.1K 0.23% 98
2021
Q4 		$1.28M Sell
21,568
-133
-0.6% -$7.92K 0.28% 82
2021
Q3 		$1.3M Buy
21,701
+1,916
+10% +$116K 0.31% 74
2021
Q2 		$1.2M Sell
19,785
-9
-0% -$539 0.28% 87
2021
Q1 		$1.17M Buy
19,794
+2,630
+15% +$159K 0.31% 80
2020
Q4 		$1.06M Buy
17,164
+3,233
+23% +$198K 0.3% 72
2020
Q3 		$847K Buy
13,931
+3,709
+36% +$226K 0.28% 83
2020
Q2 		$617K Sell
10,222
-228
-2% -$13.3K 0.2% 123
2020
Q1 		$574K Sell
10,450
-2,630
-20% -$152K 0.25% 110
2019
Q4 		$759K Sell
13,080
-1,153
-8% -$66.7K 0.21% 117
2019
Q3 		$822K Sell
14,233
-2,715
-16% -$156K 0.22% 96
2019
Q2 		$966K Buy
16,948
+2,648
+19% +$147K 0.27% 78
2019
Q1 		$789K Buy
+14,300
New +$769K 0.36% 74

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's IGIB Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 45% in Q2 2026, selling an estimated $42.4K and leaving 995 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #267.

Realta Investment Advisors first reported a position in IGIB in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.3M in Q3 2021. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Realta Investment Advisors held 995 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $52.9K as of Q2 2026.
  • Realta Investment Advisors sold 798 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $42.4K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • Realta Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q3 2021.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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