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

SOA Wealth 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 		$18.3K Buy
344
+4
+1% +$213 ﹤0.01% 529
2026
Q1 		$18.1K Buy
340
+3
+0.9% +$161 ﹤0.01% 510
2025
Q4 		$18.2K Buy
337
+5
+2% +$270 ﹤0.01% 516
2025
Q3 		$18K Buy
332
+4
+1% +$214 ﹤0.01% 535
2025
Q2 		$17.5K Sell
328
-135
-29% -$7.04K ﹤0.01% 525
2025
Q1 		$24.3K Sell
463
-25
-5% -$1.3K 0.01% 441
2024
Q4 		$25.1K Buy
488
+8
+2% +$419 ﹤0.01% 422
2024
Q3 		$25.8K Buy
480
+5
+1% +$264 ﹤0.01% 412
2024
Q2 		$24.4K Buy
475
+5
+1% +$255 ﹤0.01% 410
2024
Q1 		$24.3K Buy
470
+3
+0.6% +$154 0.01% 413
2023
Q4 		$24.3K Buy
467
+7
+2% +$346 0.01% 394
2023
Q3 		$22.4K Buy
460
+4
+0.9% +$199 0.01% 400
2023
Q2 		$23.1K Buy
456
+4
+0.9% +$203 0.01% 409
2023
Q1 		$23.2K Buy
452
+3
+0.7% +$152 0.01% 401
2022
Q4 		$22.2K Buy
449
+6
+1% +$294 0.01% 389
2022
Q3 		$21K Buy
443
+3
+0.7% +$153 0.01% 379
2022
Q2 		$22K Buy
440
+3
+0.7% +$156 0.01% 368
2022
Q1 		$24K Buy
437
+2
+0.5% +$113 0.01% 431
2021
Q4 		$25K Buy
435
+4
+0.9% +$238 0.01% 406
2021
Q3 		$25K Buy
431
+2
+0.5% +$121 0.01% 413
2021
Q2 		$26K Hold
429
– – 0.01% 412
2021
Q1 		$25K Buy
429
+1
+0.2% +$60 0.01% 363
2020
Q4 		$26K Buy
+428
New +$26.2K 0.01% 353

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

SOA Wealth Advisors's IGIB Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q2 2026, buying an estimated $213 and bringing the position to 344 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

SOA Wealth Advisors first reported a position in IGIB in Q4 2020 and has held it in 23 quarters since. The position peaked at $26K in Q2 2021. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • SOA Wealth Advisors held 344 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $18.3K as of Q2 2026.
  • SOA Wealth Advisors bought 4 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $213.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #529 holding.
  • SOA Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $26K in Q2 2021.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.