Accurate Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Accurate Wealth Management’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	$303K	Sell	5,754 -242	-4%	-$12.9K	0.03%	462
2026 Q1	$320K	Buy	5,996 +689	+13%	+$37.1K	0.04%	407
2025 Q4	$286K	Sell	5,307 -163	-3%	-$8.81K	0.04%	417
2025 Q3	$297K	Buy	+5,470	New	+$293K	0.04%	397
2024 Q2	–	Sell	-6,061	Closed	-$304K	–	334
2024 Q1	$304K	Sell	6,061 -6,679	-52%	-$343K	0.09%	210
2023 Q4	$660K	Sell	12,740 -13,674	-52%	-$676K	0.21%	107
2023 Q3	$1.26M	Buy	26,414 +7,685	+41%	+$383K	0.4%	68
2023 Q2	$945K	Buy	18,729 +4,560	+32%	+$232K	0.29%	79
2023 Q1	$727K	Buy	14,169 +3,414	+32%	+$173K	0.25%	93
2022 Q4	$545K	Buy	+10,755	New	+$527K	0.2%	94

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's IGIB Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4% in Q2 2026, selling an estimated $12.9K and leaving 5,754 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #462.

Accurate Wealth Management first reported a position in IGIB in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.26M in Q3 2023. 262 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Accurate Wealth Management held 5,754 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $303K as of Q2 2026.
Accurate Wealth Management sold 242 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $12.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #462 holding.
Accurate Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 10 quarters since.
Accurate Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.26M in Q3 2023.
262 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.