Sage Advisory Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Sage Advisory Services’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	$228K	Buy	4,292 +347	+9%	+$18.4K	0.11%	44
2026 Q1	$210K	Sell	3,945 -631	-14%	-$34K	0.12%	42
2025 Q4	$247K	Sell	4,576 -8,272	-64%	-$447K	0.13%	43
2025 Q3	$695K	Sell	12,848 -4,051	-24%	-$217K	0.36%	35
2025 Q2	$901K	Sell	16,899 -4,131	-20%	-$216K	0.49%	29
2025 Q1	$1.1M	Sell	21,030 -2,473	-11%	-$128K	0.65%	25
2024 Q4	$1.21M	Sell	23,503 -8,073	-26%	-$423K	0.72%	24
2024 Q3	$1.62M	Hold	31,576	–	–	0.45%	26
2024 Q2	$1.62M	Buy	31,576 +699	+2%	+$35.6K	0.45%	26
2024 Q1	$1.59M	Sell	30,877 -3,884	-11%	-$200K	0.43%	28
2023 Q4	$1.81M	Sell	34,761 -9,199	-21%	-$455K	0.48%	33
2023 Q3	$2.14M	Buy	43,960 +7,221	+20%	+$360K	0.6%	31
2023 Q2	$1.86M	Sell	36,739 -1,728	-4%	-$87.8K	0.54%	28
2023 Q1	$1.97M	Buy	38,467 +5,412	+16%	+$274K	0.56%	27
2022 Q4	$1.64M	Buy	33,055 +3,057	+10%	+$150K	0.48%	29
2022 Q3	$1.45M	Sell	29,998 -218	-0.7%	-$11.1K	0.45%	26
2022 Q2	$1.54M	Sell	30,216 -10,938	-27%	-$570K	0.44%	35
2022 Q1	$2.26M	Sell	41,154 -3,467	-8%	-$197K	0.57%	33
2021 Q4	$2.65M	Buy	44,621 +5,444	+14%	+$324K	0.66%	30
2021 Q3	$2.35M	Buy	39,177 +6,968	+22%	+$423K	0.61%	33
2021 Q2	$1.95M	Buy	32,209 +2,343	+8%	+$140K	0.53%	33
2021 Q1	$1.77M	Buy	29,866 +6,690	+29%	+$405K	0.43%	32
2020 Q4	$1.43M	Sell	23,176 -27,270	-54%	-$1.67M	0.38%	36
2020 Q3	$3.07M	Buy	50,446 +27,815	+123%	+$1.7M	1.01%	27
2020 Q2	$1.37M	Buy	22,631 +8,424	+59%	+$491K	0.43%	34
2020 Q1	$780K	Buy	14,207 +350	+3%	+$20.2K	0.3%	35
2019 Q4	$803K	Sell	13,857 -139	-1%	-$8.05K	0.25%	42
2019 Q3	$810K	Buy	13,996 +6,185	+79%	+$355K	0.27%	35
2019 Q2	$445K	Sell	7,811 -525,205	-99%	-$29.1M	0.13%	40
2019 Q1	$29.4M	Buy	533,016 +2,526	+0.5%	+$136K	2.81%	10
2018 Q4	$27.8M	Sell	530,490 -56,362	-10%	-$2.95M	2.91%	13
2018 Q3	$31.2M	Buy	586,852 +5,628	+1%	+$300K	2.97%	9
2018 Q2	$30.9M	Sell	581,224 -383,420	-40%	-$20.4M	3.05%	9
2018 Q1	$51.7M	Sell	964,644 -215,922	-18%	-$11.6M	5.18%	6
2017 Q4	$64.5M	Buy	1,180,566 +62,808	+6%	+$3.44M	6.47%	5
2017 Q3	$61.6M	Sell	1,117,758 -141,412	-11%	-$7.79M	6.63%	4
2017 Q2	$69.1M	Buy	1,259,170 +429,036	+52%	+$23.5M	8.02%	4
2017 Q1	$45.2M	Buy	830,134 +12,308	+2%	+$668K	5.43%	7
2016 Q4	$44.2M	Sell	817,826 -465,968	-36%	-$25.5M	5.65%	9
2016 Q3	$71.5M	Buy	1,283,794 +676,590	+111%	+$37.7M	9.01%	7
2016 Q2	$33.8M	Buy	607,204 +26,366	+5%	+$1.45M	4.47%	8
2016 Q1	$31.9M	Sell	580,838 -12,508	-2%	-$676K	4.14%	8
2015 Q4	$31.8M	Buy	593,346 +289,860	+96%	+$15.7M	4.19%	8
2015 Q3	$16.5M	Sell	303,486 -70,796	-19%	-$3.84M	2.27%	11
2015 Q2	$20.3M	Buy	+374,282	New	+$20.5M	2.79%	9

Other funds holding IGIB

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

MWA

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

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Sage Advisory Services's IGIB Position: Q2 2026 in Review

Sage Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,292 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #44.

Sage Advisory Services first reported a position in IGIB in Q2 2015 and has held it in 45 quarters since. The position peaked at $71.5M in Q3 2016. 310 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Sage Advisory Services held 4,292 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $228K as of Q2 2026.
Sage Advisory Services bought 347 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $18.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Sage Advisory Services's portfolio in Q2 2026, its #44 holding.
Sage Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 45 quarters since.
Sage Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $71.5M in Q3 2016.
310 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.