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

Wealth Advisory Solutions’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 		$501K Buy
9,408
+246
+3% +$13.2K 0.11% 94
2025
Q4 		$494K Sell
9,162
-528
-5% -$28.5K 0.12% 88
2025
Q3 		$524K Buy
9,690
+188
+2% +$10.1K 0.13% 91
2025
Q2 		$506K Buy
9,502
+318
+3% +$16.6K 0.13% 91
2025
Q1 		$482K Sell
9,184
-85
-0.9% -$4.42K 0.13% 92
2024
Q4 		$477K Sell
9,269
-690
-7% -$36.1K 0.13% 88
2024
Q3 		$535K Sell
9,959
-304
-3% -$16K 0.15% 82
2024
Q2 		$526K Sell
10,263
-538
-5% -$27.4K 0.14% 80
2024
Q1 		$557K Sell
10,801
-305
-3% -$15.7K 0.14% 79
2023
Q4 		$578K Sell
11,106
-11,232
-50% -$555K 0.2% 52
2023
Q3 		$1.12M Buy
22,338
+10,685
+92% +$532K 0.22% 67
2023
Q2 		$589K Buy
11,653
+10
+0.1% +$508 0.16% 79
2023
Q1 		$597K Sell
11,643
-6,362
-35% -$322K 0.16% 84
2022
Q4 		$891K Sell
18,005
-10,777
-37% -$528K 0.24% 81
2022
Q3 		$1.39M Sell
28,782
-2,713
-9% -$139K 0.38% 69
2022
Q2 		$1.61M Sell
31,495
-2,433
-7% -$127K 0.4% 68
2022
Q1 		$1.86M Buy
+33,928
New +$1.92M 0.39% 67
2021
Q3 		$2.04M Sell
33,888
-128
-0.4% -$7.78K 0.45% 57
2021
Q2 		$2.06M Sell
34,016
-35,090
-51% -$2.1M 0.49% 58
2021
Q1 		$4K Buy
69,106
+7,673
+12% +$464K ﹤0.01% 91
2020
Q4 		$3.79M Sell
61,433
-3,918
-6% -$240K 1.03% 34
2020
Q3 		$3.97M Sell
65,351
-11,353
-15% -$692K 1.05% 30
2020
Q2 		$4.63M Sell
76,704
-4,678
-6% -$273K 1.29% 23
2020
Q1 		$4.47M Buy
81,382
+438
+0.5% +$25.3K 1.52% 16
2019
Q4 		$4.69M Buy
+80,944
New +$4.69M 1.24% 18

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wealth Advisory Solutions's IGIB Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.7% in Q1 2026, buying an estimated $13.2K and bringing the position to 9,408 shares worth $501K. The position accounts for 0.11% of the portfolio, ranked #94.

Wealth Advisory Solutions first reported a position in IGIB in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.69M in Q4 2019. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Wealth Advisory Solutions held 9,408 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $501K as of Q1 2026.
  • Wealth Advisory Solutions bought 246 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $13.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Wealth Advisory Solutions's portfolio in Q1 2026, its #94 holding.
  • Wealth Advisory Solutions first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.69M in Q4 2019.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.