Axxcess Wealth Management
IGIB icon

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

Axxcess 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 		$618K Buy
12,274
+589
+5% +$30.6K 0.03% 498
2026
Q2 		$621K Sell
11,685
-100
-0.8% -$5.32K 0.01% 651
2026
Q1 		$627K Buy
11,785
+319
+3% +$17.2K 0.02% 279
2025
Q4 		$618K Buy
11,466
+1,485
+15% +$80.3K 0.01% 636
2025
Q3 		$540K Sell
9,981
-181
-2% -$9.7K 0.01% 600
2025
Q2 		$542K Buy
10,162
+368
+4% +$19.2K 0.01% 572
2025
Q1 		$514K Buy
9,794
+5,311
+118% +$276K 0.01% 544
2024
Q4 		$231K Buy
+4,483
New +$235K 0.01% 762
2024
Q2 		– Sell
-19,914
Closed -$1.03M – 901
2024
Q1 		$1.03M Sell
19,914
-15,173
-43% -$780K 0.03% 366
2023
Q4 		$1.82M Sell
35,087
-1,238
-3% -$61.2K 0.05% 260
2023
Q3 		$1.77M Sell
36,325
-812
-2% -$40.4K 0.06% 225
2023
Q2 		$1.88M Sell
37,137
-9,768
-21% -$496K 0.14% 143
2023
Q1 		$2.41M Buy
46,905
+2,841
+6% +$144K 0.18% 117
2022
Q4 		$2.18M Buy
44,064
+36,741
+502% +$1.8M 0.18% 115
2022
Q3 		$354K Sell
7,323
-597
-8% -$30.5K 0.03% 372
2022
Q2 		$404K Buy
7,920
+270
+4% +$14.1K 0.04% 347
2022
Q1 		$420K Buy
7,650
+2,125
+38% +$120K 0.03% 395
2021
Q4 		$327K Buy
+5,525
New +$329K 0.02% 453

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
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

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

Axxcess Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5% in Q3 2026, buying an estimated $30.6K and bringing the position to 12,274 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #498.

Axxcess Wealth Management first reported a position in IGIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q1 2023. 304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Axxcess Wealth Management held 12,274 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $618K as of Q3 2026.
  • Axxcess Wealth Management bought 589 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $30.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #498 holding.
  • Axxcess Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.41M in Q1 2023.
  • 304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.