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

Visionary 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	$360K	Buy	6,769 +2,373	+54%	+$126K	0.01%	501
2026 Q1	$234K	Buy	+4,396	New	+$237K	0.01%	571
2023 Q4	–	Sell	-31,977	Closed	-$1.56M	–	477
2023 Q3	$1.56M	Buy	+31,977	New	+$1.59M	0.13%	167
2021 Q3	–	Sell	-12,337	Closed	-$747K	–	337
2021 Q2	$747K	Buy	12,337 +7,448	+152%	+$446K	0.08%	161
2021 Q1	$290K	Buy	+4,889	New	+$296K	0.03%	260
2020 Q3	–	Sell	-15,673	Closed	-$946K	–	264
2020 Q2	$946K	Sell	15,673 -56,328	-78%	-$3.28M	0.14%	117
2020 Q1	$3.95M	Buy	+72,001	New	+$4.16M	0.75%	41

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

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

Visionary Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 54% in Q2 2026, buying an estimated $126K and bringing the position to 6,769 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #501.

Visionary Wealth Advisors first reported a position in IGIB in Q1 2020 and has held it in 7 quarters since. The position peaked at $3.95M in Q1 2020. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Visionary Wealth Advisors held 6,769 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $360K as of Q2 2026.
Visionary Wealth Advisors bought 2,373 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $126K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #501 holding.
Visionary Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 7 quarters since.
Visionary Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.95M in Q1 2020.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.