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

YHB Investment 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 		$4.46M Buy
83,954
+11,450
+16% +$609K 0.29% 87
2026
Q1 		$3.86M Buy
72,504
+45,090
+164% +$2.43M 0.28% 87
2025
Q4 		$1.48M Buy
27,414
+6,280
+30% +$339K 0.1% 141
2025
Q3 		$1.14M Buy
21,134
+3,355
+19% +$179K 0.08% 151
2025
Q2 		$947K Buy
17,779
+1,998
+13% +$104K 0.07% 163
2025
Q1 		$829K Buy
15,781
+1,969
+14% +$102K 0.07% 162
2024
Q4 		$711K Buy
13,812
+2,012
+17% +$105K 0.06% 172
2024
Q3 		$634K Buy
11,800
+2,785
+31% +$147K 0.05% 183
2024
Q2 		$462K Buy
9,015
+2,280
+34% +$116K 0.04% 201
2024
Q1 		$348K Buy
6,735
+2,630
+64% +$135K 0.03% 220
2023
Q4 		$213K Buy
+4,105
New +$203K 0.02% 256
2022
Q2 		– Sell
-4,207
Closed -$231K – 285
2022
Q1 		$231K Sell
4,207
-1,532
-27% -$86.9K 0.02% 275
2021
Q4 		$340K Buy
5,739
+142
+3% +$8.45K 0.03% 245
2021
Q3 		$336K Buy
+5,597
New +$340K 0.03% 229

Other funds holding IGIB

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
Wealth Enhancement Advisory Services
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
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

YHB Investment Advisors's IGIB Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, buying an estimated $609K and bringing the position to 83,954 shares worth $4.46M. The position accounts for 0.29% of the portfolio, ranked #87.

YHB Investment Advisors first reported a position in IGIB in Q3 2021 and has held it in 14 quarters since. 106 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • YHB Investment Advisors held 83,954 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.46M as of Q2 2026.
  • YHB Investment Advisors bought 11,450 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $609K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.29% of YHB Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • YHB Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.