Wealth Advisory Solutions
IGIB icon

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
Q3 		$477K Sell
9,472
-121
-1% -$6.3K 0.1% 100
2026
Q2 		$510K Buy
9,593
+185
+2% +$9.8K 0.1% 93
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 		$4M Buy
69,106
+7,673
+12% +$464K 0.83% 37
2020
Q4 		$3.8M 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

Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Advisory Solutions's IGIB Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q3 2026, selling an estimated $6.3K and leaving 9,472 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #100.

Wealth Advisory Solutions first reported a position in IGIB in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.69M in Q4 2019. 160 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Wealth Advisory Solutions held 9,472 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $477K as of Q3 2026.
  • Wealth Advisory Solutions sold 121 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $6.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.1% of Wealth Advisory Solutions's portfolio in Q3 2026, its #100 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 27 quarters since.
  • Wealth Advisory Solutions's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.69M in Q4 2019.
  • 160 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.