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Albion Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Albion Financial Group’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 		$107K Hold
2,017
– – 0.01% 225
2026
Q1 		$107K Sell
2,017
-800
-28% -$43.1K 0.01% 206
2025
Q4 		$152K Hold
2,817
– – 0.01% 185
2025
Q3 		$152K Hold
2,817
– – 0.01% 183
2025
Q2 		$150K Hold
2,817
– – 0.01% 181
2025
Q1 		$148K Hold
2,817
– – 0.01% 191
2024
Q4 		$145K Sell
2,817
-1,000
-26% -$52.4K 0.01% 189
2024
Q3 		$205K Sell
3,817
-480,652
-99% -$25.3M 0.01% 175
2024
Q2 		$24.8M Buy
484,469
+19,279
+4% +$982K 1.87% 14
2024
Q1 		$24M Buy
465,190
+19,037
+4% +$978K 1.85% 14
2023
Q4 		$23.2M Buy
446,153
+30,142
+7% +$1.49M 1.91% 12
2023
Q3 		$20.2M Buy
416,011
+57,582
+16% +$2.87M 1.87% 12
2023
Q2 		$18.1M Sell
358,429
-17,422
-5% -$885K 1.59% 15
2023
Q1 		$19.3M Buy
375,851
+24,551
+7% +$1.24M 1.76% 13
2022
Q4 		$17.4M Buy
351,300
+19,105
+6% +$936K 1.68% 17
2022
Q3 		$16M Sell
332,195
-3,812
-1% -$195K 1.66% 16
2022
Q2 		$17.2M Sell
336,007
-9,086
-3% -$474K 1.7% 15
2022
Q1 		$18.9M Buy
345,093
+19,035
+6% +$1.08M 1.61% 15
2021
Q4 		$19.3M Buy
326,058
+85,244
+35% +$5.07M 1.53% 16
2021
Q3 		$14.5M Buy
240,814
+65,967
+38% +$4.01M 1.27% 22
2021
Q2 		$10.6M Buy
+174,847
New +$10.5M 0.92% 30
2020
Q4 		$3.96M Buy
64,176
+54,149
+540% +$3.31M 0.39% 55
2020
Q3 		$610K Buy
+10,027
New +$612K 0.07% 139

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
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

Albion Financial Group's IGIB Position: Q2 2026 in Review

Albion Financial Group held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 2,017 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #225.

Albion Financial Group first reported a position in IGIB in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.8M in Q2 2024. 171 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Albion Financial Group held 2,017 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $107K as of Q2 2026.
  • Albion Financial Group 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 0.01% of Albion Financial Group's portfolio in Q2 2026, its #225 holding.
  • Albion Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Albion Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $24.8M in Q2 2024.
  • 171 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.