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

Strategic 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 		$2.11M Sell
39,710
-1,560
-4% -$82.9K 0.13% 80
2026
Q1 		$2.2M Buy
41,270
+5,533
+15% +$298K 0.15% 72
2025
Q4 		$1.93M Buy
35,737
+35,303
+8,134% +$1.91M 0.17% 68
2025
Q3 		$1.94M Sell
434
-35,465
-99% -$1.9M 0.17% 67
2025
Q2 		$1.91M Sell
35,899
-479
-1% -$25K 0.19% 61
2025
Q1 		$1.91M Sell
36,378
-361
-1% -$18.8K 0.2% 70
2024
Q4 		$1.89M Buy
36,739
+3,997
+12% +$209K 0.2% 68
2024
Q3 		$1.76M Buy
32,742
+1,756
+6% +$92.6K 0.19% 72
2024
Q2 		$1.59M Buy
30,986
+5,635
+22% +$287K 0.19% 72
2024
Q1 		$1.31M Buy
25,351
+638
+3% +$32.8K 0.17% 87
2023
Q4 		$1.29M Buy
24,713
+5,281
+27% +$261K 0.19% 76
2023
Q3 		$945K Buy
+19,432
New +$968K 0.16% 98
2023
Q2 		– Sell
-11,093
Closed -$569K – 207
2023
Q1 		$569K Sell
11,093
-6,928
-38% -$351K 0.1% 146
2022
Q4 		$892K Buy
18,021
+703
+4% +$34.5K 0.19% 89
2022
Q3 		$836K Sell
17,318
-4,828
-22% -$247K 0.19% 86
2022
Q2 		$1.13M Buy
22,146
+240
+1% +$12.5K 0.23% 71
2022
Q1 		$1.2M Sell
21,906
-1,538
-7% -$87.2K 0.23% 77
2021
Q4 		$1.39M Sell
23,444
-1,371
-6% -$81.6K 0.27% 67
2021
Q3 		$1.49M Sell
24,815
-842
-3% -$51.1K 0.33% 61
2021
Q2 		$1.55M Buy
25,657
+15,056
+142% +$901K 0.36% 60
2021
Q1 		$628K Sell
10,601
-5,239
-33% -$317K 0.16% 110
2020
Q4 		$979K Sell
15,840
-5,643
-26% -$345K 0.28% 77
2020
Q3 		$1.31M Sell
21,483
-70
-0.3% -$4.27K 0.44% 55
2020
Q2 		$1.3M Sell
21,553
-26,492
-55% -$1.54M 0.49% 50
2020
Q1 		$2.64M Buy
48,045
+3,810
+9% +$220K 1.21% 25
2019
Q4 		$2.56M Buy
44,235
+5,639
+15% +$326K 1.06% 27
2019
Q3 		$2.24M Buy
38,596
+5,004
+15% +$288K 1.07% 28
2019
Q2 		$1.91M Buy
33,592
+7,404
+28% +$411K 1.04% 29
2019
Q1 		$1.44M Buy
26,188
+6,097
+30% +$328K 0.99% 28
2018
Q4 		$1.05M Buy
+20,091
New +$1.05M 0.95% 30

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

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

Strategic Investment Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.8% in Q2 2026, selling an estimated $82.9K and leaving 39,710 shares worth $2.11M. The position accounts for 0.13% of the portfolio, ranked #80.

Strategic Investment Advisors first reported a position in IGIB in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.64M in Q1 2020. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Strategic Investment Advisors held 39,710 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.11M as of Q2 2026.
  • Strategic Investment Advisors sold 1,560 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $82.9K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.13% of Strategic Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Strategic Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.64M in Q1 2020.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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