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

Apella Capital’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	$355K	Buy	7,048 +2,243	+47%	+$117K	﹤0.01%	589
2026 Q2	$253K	Hold	4,805	–	–	﹤0.01%	618
2026 Q1	$258K	Buy	4,805 +90	+2%	+$4.84K	﹤0.01%	594
2025 Q4	$254K	Hold	4,715	–	–	0.01%	478
2025 Q3	$256K	Buy	4,715 +96	+2%	+$5.14K	0.01%	420
2025 Q2	$244K	Buy	4,619 +129	+3%	+$6.73K	0.01%	384
2025 Q1	$232K	Buy	4,490 +59	+1%	+$3.06K	0.01%	354
2024 Q4	$228K	Buy	+4,431	New	+$232K	0.01%	318

Other funds holding IGIB

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

BCK Partners Corning, New York $205M AUM 8.92% 1-Year Est. Return

Apella Capital's IGIB Position: Q3 2026 in Review

Apella Capital increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 47% in Q3 2026, buying an estimated $117K and bringing the position to 7,048 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Apella Capital first reported a position in IGIB in Q4 2024 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Apella Capital held 7,048 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $355K as of Q3 2026.
Apella Capital bought 2,243 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $117K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #589 holding.
Apella Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.