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

Bar Harbor 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	$13.7M	Sell	257,358 -4,117	-2%	-$219K	0.73%	35
2026 Q1	$13.9M	Sell	261,475 -1,443	-0.5%	-$77.7K	0.81%	33
2025 Q4	$14.2M	Sell	262,918 -4,942	-2%	-$267K	0.82%	34
2025 Q3	$14.5M	Sell	267,860 -1,452	-0.5%	-$77.7K	0.87%	30
2025 Q2	$14.4M	Sell	269,312 -6,266	-2%	-$327K	0.92%	32
2025 Q1	$14.5M	Sell	275,578 -5,621	-2%	-$292K	0.96%	30
2024 Q4	$14.5M	Sell	281,199 -2,885	-1%	-$151K	0.95%	30
2024 Q3	$15.3M	Sell	284,084 -10,949	-4%	-$577K	0.97%	30
2024 Q2	$15.1M	Sell	295,033 -8,865	-3%	-$451K	1%	28
2024 Q1	$15.7M	Sell	303,898 -32,270	-10%	-$1.66M	1.05%	26
2023 Q4	$17.5M	Sell	336,168 -60,868	-15%	-$3.01M	1.3%	17
2023 Q3	$19.3M	Sell	397,036 -34,379	-8%	-$1.71M	1.54%	15
2023 Q2	$21.8M	Sell	431,415 -44,874	-9%	-$2.28M	1.67%	11
2023 Q1	$24.4M	Sell	476,289 -127,542	-21%	-$6.46M	1.94%	10
2022 Q4	$29.9M	Buy	603,831 +510,228	+545%	+$25M	2.39%	6
2022 Q3	$4.52M	Sell	93,603 -8,750	-9%	-$447K	0.39%	70
2022 Q2	$5.23M	Sell	102,353 -38,328	-27%	-$2M	0.42%	70
2022 Q1	$7.72M	Buy	140,681 +123,320	+710%	+$6.99M	0.69%	42
2021 Q4	$1.03M	Buy	17,361 +1,786	+11%	+$106K	0.09%	120
2021 Q3	$935K	Sell	15,575 -1,760	-10%	-$107K	0.09%	123
2021 Q2	$1.05M	Sell	17,335 -53	-0.3%	-$3.17K	0.1%	122
2021 Q1	$1.03M	Hold	17,388	–	–	0.1%	123
2020 Q4	$1.07M	Sell	17,388 -70	-0.4%	-$4.28K	0.11%	116
2020 Q3	$1.06M	Sell	17,458 -1,099	-6%	-$67K	0.12%	112
2020 Q2	$1.12M	Sell	18,557 -1,851	-9%	-$108K	0.13%	111
2020 Q1	$1.12M	Sell	20,408 -5,596	-22%	-$323K	0.15%	109
2019 Q4	$1.51M	Sell	26,004 -2,256	-8%	-$131K	0.17%	110
2019 Q3	$1.64M	Sell	28,260 -215	-0.8%	-$12.4K	0.19%	101
2019 Q2	$1.62M	Buy	28,475 +373	+1%	+$20.7K	0.19%	105
2019 Q1	$1.55M	Sell	28,102 -425	-1%	-$22.8K	0.19%	101
2018 Q4	$1.5M	Buy	28,527 +2,593	+10%	+$136K	0.2%	97
2018 Q3	$1.38M	Sell	25,934 -1,660	-6%	-$88.4K	0.16%	114
2018 Q2	$1.47M	Buy	27,594 +1,174	+4%	+$62.4K	0.18%	109
2018 Q1	$1.42M	Sell	26,420 -74	-0.3%	-$3.99K	0.17%	111
2017 Q4	$1.45M	Buy	26,494 +532	+2%	+$29.2K	0.17%	110
2017 Q3	$1.43M	Buy	25,962 +204	+0.8%	+$11.2K	0.17%	112
2017 Q2	$1.41M	Buy	25,758 +336	+1%	+$18.4K	0.17%	117
2017 Q1	$1.39M	Sell	25,422 -610	-2%	-$33.1K	0.16%	117
2016 Q4	$1.41M	Buy	26,032 +370	+1%	+$20.2K	0.16%	115
2016 Q3	$1.43M	Buy	25,662 +1,290	+5%	+$71.8K	0.16%	110
2016 Q2	$1.36M	Sell	24,372 -280	-1%	-$15.4K	0.16%	109
2016 Q1	$1.35M	Sell	24,652 -132	-0.5%	-$7.13K	0.16%	108
2015 Q4	$1.33M	Buy	24,784 +688	+3%	+$37.2K	0.17%	108
2015 Q3	$1.31M	Sell	24,096 -774	-3%	-$42K	0.17%	103
2015 Q2	$1.35M	Buy	24,870 +4,060	+20%	+$223K	0.16%	108
2015 Q1	$1.15M	Buy	20,810 +1,154	+6%	+$63.6K	0.14%	116
2014 Q4	$1.07M	Buy	19,656 +1,928	+11%	+$106K	0.13%	116
2014 Q3	$969K	Buy	17,728 +68	+0.4%	+$3.73K	0.12%	123
2014 Q2	$973K	Sell	17,660 -184	-1%	-$10.1K	0.12%	123
2014 Q1	$973K	Buy	17,844 +74	+0.4%	+$4.03K	0.13%	123
2013 Q4	$958K	Buy	17,770 +632	+4%	+$34.2K	0.12%	120
2013 Q3	$924K	Sell	17,138 -76	-0.4%	-$4.08K	0.13%	127
2013 Q2	$927K	Buy	+17,214	New	+$950K	0.13%	120

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

WAS

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

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Bar Harbor Wealth Management's IGIB Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.6% in Q2 2026, selling an estimated $219K and leaving 257,358 shares worth $13.7M. The position accounts for 0.73% of the portfolio, ranked #35.

Bar Harbor Wealth Management first reported a position in IGIB in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.9M in Q4 2022. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Bar Harbor Wealth Management held 257,358 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.7M as of Q2 2026.
Bar Harbor Wealth Management sold 4,117 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $219K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.73% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #35 holding.
Bar Harbor Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 53 quarters since.
Bar Harbor Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $29.9M in Q4 2022.
115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.