SWA
IGIB icon

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

Stratos 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
2025
Q2 		– Sell
-4,826
Closed -$254K – 694
2025
Q1 		$254K Sell
4,826
-81
-2% -$4.21K 0.01% 580
2024
Q4 		$253K Sell
4,907
-4,841
-50% -$254K 0.01% 618
2024
Q3 		$524K Sell
9,748
-38,761
-80% -$2.04M 0.02% 490
2024
Q2 		$2.49M Sell
48,509
-2,032
-4% -$103K 0.12% 170
2024
Q1 		$2.61M Sell
50,541
-23,889
-32% -$1.23M 0.15% 155
2023
Q4 		$3.87M Sell
74,430
-6,674
-8% -$330K 0.22% 131
2023
Q3 		$3.95M Buy
81,104
+14,842
+22% +$739K 0.26% 112
2023
Q2 		$3.35M Buy
66,262
+20,707
+45% +$1.05M 0.24% 118
2023
Q1 		$2.34M Sell
45,555
-1,328
-3% -$67.3K 0.18% 155
2022
Q4 		$2.32M Buy
46,883
+30,914
+194% +$1.52M 0.19% 146
2022
Q3 		$771K Sell
15,969
-12,315
-44% -$630K 0.08% 282
2022
Q2 		$1.44M Buy
28,284
+16,030
+131% +$836K 0.13% 204
2022
Q1 		$672K Sell
12,254
-672
-5% -$38.1K 0.05% 330
2021
Q4 		$766K Buy
+12,926
New +$769K 0.06% 322
2021
Q3 		– Sell
-4,026
Closed -$244K – 531
2021
Q2 		$244K Sell
4,026
-883
-18% -$52.9K 0.02% 479
2021
Q1 		$291K Sell
4,909
-1,377
-22% -$83.3K 0.03% 398
2020
Q4 		$388K Sell
6,286
-642
-9% -$39.3K 0.05% 278
2020
Q3 		$421K Buy
6,928
+1,155
+20% +$70.5K 0.1% 206
2020
Q2 		$349K Buy
5,773
+3,072
+114% +$179K 0.11% 187
2020
Q1 		$148K Buy
+2,701
New +$156K 0.1% 155

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Stratos Wealth Advisors's IGIB Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2025, closing a stake of 4,826 shares — an estimated $254K sold.

Stratos Wealth Advisors first reported a position in IGIB in Q1 2020 and held it in 20 quarters. The position peaked at $3.95M in Q3 2023. 650 funds tracked by Wall St. Rank hold IGIB as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 4,826 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2025, an estimated $254K.
  • Stratos Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 20 quarters.
  • Stratos Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.95M in Q3 2023.
  • 650 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.