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 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 $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Visionary Wealth Advisors's IGIB Position: Q1 2026 in Review

Visionary Wealth Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026: 4,396 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in IGIB as recently as Q3 2023.

Visionary Wealth Advisors first reported a position in IGIB in Q1 2020 and has held it in 6 quarters since. The position peaked at $3.95M in Q1 2020. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Visionary Wealth Advisors held 4,396 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $234K as of Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Visionary Wealth Advisors position in Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #571 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 6 quarters since.
Visionary Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.95M in Q1 2020.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.