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 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%	+$5.13K	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

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 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

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

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Apella Capital's IGIB Position: Q2 2026 in Review

Apella Capital held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 4,805 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Apella Capital first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q1 2026. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Apella Capital held 4,805 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $253K as of Q2 2026.
Apella Capital 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 Apella Capital's portfolio in Q2 2026, its #618 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 7 quarters since.
Apella Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $258K in Q1 2026.
115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.