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Wealthstar Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wealthstar 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
Q3 		$3.53M Buy
70,101
+89
+0.1% +$4.63K 1% 8
2026
Q2 		$3.72M Sell
70,012
-253
-0.4% -$13.4K 1.09% 8
2026
Q1 		$3.74M Sell
70,265
-3,592
-5% -$193K 1.75% 7
2025
Q4 		$3.98M Sell
73,857
-3,864
-5% -$209K 1.75% 7
2025
Q3 		$4.2M Sell
77,721
-233
-0.3% -$12.5K 1.66% 9
2025
Q2 		$4.15M Sell
77,954
-33,806
-30% -$1.76M 1.56% 9
2025
Q1 		$5.87M Sell
111,760
-732
-0.7% -$38K 2.69% 6
2024
Q4 		$5.79M Buy
+112,492
New +$5.89M 2.52% 7
2024
Q2 		– Sell
-114,357
Closed -$5.9M – 73
2024
Q1 		$5.9M Buy
114,357
+23,835
+26% +$1.22M 2.05% 6
2023
Q4 		$4.71M Sell
90,522
-2,505
-3% -$124K 0.75% 7
2023
Q3 		$4.53M Sell
93,027
-2,965
-3% -$148K 1.74% 7
2023
Q2 		$4.85M Sell
95,992
-1,245
-1% -$63.3K 2.04% 6
2023
Q1 		$4.99M Buy
97,237
+594
+0.6% +$30.1K 1.89% 7
2022
Q4 		$4.78M Buy
96,643
+277
+0.3% +$13.6K 2.18% 6
2022
Q3 		$4.65M Buy
96,366
+5,340
+6% +$273K 2.21% 6
2022
Q2 		$4.65M Sell
91,026
-7,160
-7% -$373K 1.79% 8
2022
Q1 		$5.39M Sell
98,186
-15,102
-13% -$856K 2% 7
2021
Q4 		$6.72M Buy
113,288
+136
+0.1% +$8.1K 2.31% 12
2021
Q3 		$6.8M Buy
113,152
+1,227
+1% +$74.5K 2.06% 8
2021
Q2 		$6.79M Buy
+111,925
New +$6.7M 2.13% 8
2020
Q1 		$4.63M Sell
84,189
-27,893
-25% -$1.61M 3.26% 8
2019
Q4 		$6.5M Sell
112,082
-3,560
-3% -$206K 4% 5
2019
Q3 		$6.7M Sell
115,642
-97
-0.1% -$5.57K 3.73% 6
2019
Q2 		$6.6M Sell
115,739
-1,386
-1% -$76.9K 3.86% 6
2019
Q1 		$6.47M Sell
117,125
-2,519
-2% -$135K 3.97% 6
2018
Q4 		$6.27M Sell
119,644
-115
-0.1% -$6.02K 4.68% 6
2018
Q3 		$6.36M Buy
119,759
+755
+0.6% +$40.2K 3.74% 6
2018
Q2 		$6.34M Sell
119,004
-1,700
-1% -$90.4K 1.94% 6
2018
Q1 		$6.47M Buy
+120,704
New +$6.5M 1.94% 6

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
One Capital Management
One Capital Management Westlake Village, California $4.34B AUM 10.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Wealthstar Advisors's IGIB Position: Q3 2026 in Review

Wealthstar Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.13% in Q3 2026, buying an estimated $4.63K and bringing the position to 70,101 shares worth $3.53M. The position accounts for 1% of the portfolio, ranked #8.

Wealthstar Advisors first reported a position in IGIB in Q1 2018 and has held it in 29 quarters since. The position peaked at $6.8M in Q3 2021. 645 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Wealthstar Advisors held 70,101 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.53M as of Q3 2026.
  • Wealthstar Advisors bought 89 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $4.63K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1% of Wealthstar Advisors's portfolio in Q3 2026, its #8 holding.
  • Wealthstar Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 29 quarters since.
  • Wealthstar Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.8M in Q3 2021.
  • 645 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.