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

Resurgent Financial 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
Q1 		$558K Buy
10,492
+196
+2% +$10.5K 0.2% 122
2025
Q4 		$555K Buy
10,296
+950
+10% +$51.4K 0.28% 105
2025
Q3 		$506K Buy
9,346
+4,016
+75% +$215K 0.25% 121
2025
Q2 		$284K Buy
+5,330
New +$278K 0.16% 151
2024
Q1 		– Sell
-826
Closed -$43K – 326
2023
Q4 		$43K Buy
826
+27
+3% +$1.33K 0.03% 363
2023
Q3 		$38.9K Buy
799
+70
+10% +$3.48K 0.03% 365
2023
Q2 		$36.9K Hold
729
– – 0.02% 382
2023
Q1 		$37.4K Sell
729
-1,983
-73% -$100K 0.03% 385
2022
Q4 		$134K Buy
+2,712
New +$133K 0.07% 261

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return