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

Wealthcare Advisory Partners’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 		– Sell
-6,147
Closed -$327K – 1120
2026
Q1 		$327K Buy
6,147
+32
+0.5% +$1.72K 0.01% 847
2025
Q4 		$329K Buy
6,115
+120
+2% +$6.49K 0.01% 833
2025
Q3 		$324K Buy
5,995
+1,021
+21% +$54.6K 0.01% 823
2025
Q2 		$265K Sell
4,974
-428
-8% -$22.3K 0.01% 835
2025
Q1 		$284K Buy
5,402
+459
+9% +$23.8K 0.01% 758
2024
Q4 		$255K Buy
+4,943
New +$259K 0.01% 765
2023
Q1 		– Sell
-4,896
Closed -$242K – 713
2022
Q4 		$242K Buy
+4,896
New +$240K 0.01% 596
2021
Q4 		– Sell
-3,424
Closed -$206K – 594
2021
Q3 		$206K Buy
+3,424
New +$208K 0.01% 516
2021
Q2 		– Sell
-1,009
Closed -$60K – 1166
2021
Q1 		$60K Buy
+1,009
New +$61K ﹤0.01% 819
2020
Q2 		– Sell
-21
Closed -$1K – 825
2020
Q1 		$1K Buy
21
+17
+425% +$982 ﹤0.01% 1406
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1409
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1373
2019
Q2 		$0 Hold
4
– – ﹤0.01% 1335
2019
Q1 		$0 Hold
4
– – ﹤0.01% 1243
2018
Q4 		$0 Hold
4
– – ﹤0.01% 1237
2018
Q3 		$0 Sell
4
-140
-97% -$7.45K ﹤0.01% 1264
2018
Q2 		$8K Sell
144
-332
-70% -$17.7K ﹤0.01% 890
2018
Q1 		$26K Hold
476
– – 0.01% 536
2017
Q4 		$26K Buy
476
+472
+11,800% +$25.9K 0.01% 483
2017
Q3 		$0 Buy
+4
New +$220 ﹤0.01% 907

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Advisory Partners's IGIB Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 6,147 shares — an estimated $327K sold.

Wealthcare Advisory Partners first reported a position in IGIB in Q3 2017 and held it in 20 quarters. The position peaked at $329K in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,147 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $327K.
  • Wealthcare Advisory Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2017 and held it in 20 quarters.
  • Wealthcare Advisory Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $329K in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.