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 Q3	$224K	Sell	4,430 -1,324	-23%	-$68.9K	0.02%	546
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Accurate Wealth Management's IGIB Position: Q3 2026 in Review

Accurate Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 23% in Q3 2026, selling an estimated $68.9K and leaving 4,430 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #546.

Accurate Wealth Management first reported a position in IGIB in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.26M in Q3 2023. 413 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Accurate Wealth Management held 4,430 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $224K as of Q3 2026.
Accurate Wealth Management sold 1,324 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $68.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #546 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 11 quarters since.
Accurate Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.26M in Q3 2023.
413 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.