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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Wealthstar Advisors's IGIB Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.36% in Q2 2026, selling an estimated $13.4K and leaving 70,012 shares worth $3.72M. The position accounts for 1.09% of the portfolio, ranked #8.

Wealthstar Advisors first reported a position in IGIB in Q1 2018 and has held it in 28 quarters since. The position peaked at $6.8M in Q3 2021. 324 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Wealthstar Advisors held 70,012 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.72M as of Q2 2026.
Wealthstar Advisors sold 253 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $13.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.09% of Wealthstar Advisors's portfolio in Q2 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 28 quarters since.
Wealthstar Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.8M in Q3 2021.
324 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.