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 Q2	$551K	Sell	10,355 -137	-1%	-$7.28K	0.15%	148
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	0.02%	385
2022 Q4	$134K	Buy	+2,712	New	+$133K	0.07%	261

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

Resurgent Financial Advisors's IGIB Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q2 2026, selling an estimated $7.28K and leaving 10,355 shares worth $551K. The position accounts for 0.15% of the portfolio, ranked #148.

Resurgent Financial Advisors first reported a position in IGIB in Q4 2022 and has held it in 10 quarters since. The position peaked at $558K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Resurgent Financial Advisors held 10,355 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $551K as of Q2 2026.
Resurgent Financial Advisors sold 137 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.28K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q2 2026, its #148 holding.
Resurgent Financial Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Resurgent Financial Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $558K in Q1 2026.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.