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

Act 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 		$788K Hold
14,815
– – 0.23% 25
2026
Q1 		$788K Hold
14,815
– – 0.26% 26
2025
Q4 		$798K Hold
14,815
– – 0.26% 27
2025
Q3 		$801K Buy
+14,815
New +$792K 0.28% 25

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
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
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Act Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 14,815 shares worth $788K. The position accounts for 0.23% of the portfolio, ranked #25.

Act Wealth Management first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $801K in Q3 2025. 192 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Act Wealth Management held 14,815 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $788K as of Q2 2026.
  • Act Wealth Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.23% of Act Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Act Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Act Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $801K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.