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Wealth Enhancement Advisory Services’s
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
Stock Holding History
Wealth Enhancement Advisory Services’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
$57M
Sell
1,072,369
-279,761
-21%
-$15.1M
0.13%
161
2025
Q4
$73M
Buy
1,352,130
+814,487
+151%
+$44M
0.1%
199
2025
Q3
$29M
Buy
537,643
+118,488
+28%
+$6.34M
0.04%
350
2025
Q2
$22.2M
Buy
419,155
+22,492
+6%
+$1.17M
0.04%
391
2025
Q1
$20.8M
Sell
396,663
-176,628
-31%
-$9.17M
0.04%
386
2024
Q4
$29.5M
Buy
573,291
+280,621
+96%
+$14.7M
0.06%
298
2024
Q3
$15.7M
Buy
292,670
+9,173
+3%
+$484K
0.03%
400
2024
Q2
$14.5M
Buy
283,497
+32,468
+13%
+$1.65M
0.03%
393
2024
Q1
$13M
Buy
251,029
+19,363
+8%
+$995K
0.03%
408
2023
Q4
$12M
Buy
231,666
+21,250
+10%
+$1.05M
0.04%
390
2023
Q3
$10.2M
Buy
+210,416
New
+$10.5M
0.03%
402
2021
Q3
–
Sell
-4,957
Closed
-$301K
–
314
2021
Q2
$301K
Buy
4,957
+9
+0.2%
+$539
﹤0.01%
252
2021
Q1
$294K
Buy
4,948
+4
+0.1%
+$242
0.01%
243
2020
Q4
$303K
Sell
4,944
-3,181
-39%
-$195K
0.01%
204
2020
Q3
$496K
Sell
8,125
-201
-2%
-$12.3K
0.01%
191
2020
Q2
$509K
Buy
+8,326
New
+$485K
0.01%
187
2020
Q1
–
Sell
-76,374
Closed
-$4.43M
–
247
2019
Q4
$4.43M
Buy
76,374
+14,815
+24%
+$858K
0.16%
67
2019
Q3
$3.55M
Buy
61,559
+44,107
+253%
+$2.53M
0.14%
69
2019
Q2
$994K
Buy
+17,452
New
+$968K
0.04%
162
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
$3.61B AUM
15.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AC
Allstate Corporation
Northbrook, Illinois
$9.35B AUM
16.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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