Barrett & Company’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Barrett & Company’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	$5.44K	Hold	108	–	–	﹤0.01%	527
2026 Q2	$5.74K	Hold	108	–	–	﹤0.01%	544
2026 Q1	$5.75K	Hold	108	–	–	﹤0.01%	507
2025 Q4	$5.82K	Hold	108	–	–	﹤0.01%	515
2025 Q3	$5.84K	Hold	108	–	–	﹤0.01%	514
2025 Q2	$5.76K	Hold	108	–	–	﹤0.01%	521
2025 Q1	$5.67K	Hold	108	–	–	﹤0.01%	485
2024 Q4	$5.56K	Hold	108	–	–	﹤0.01%	482
2024 Q3	$5.8K	Buy	+108	New	+$5.7K	﹤0.01%	473

Other funds holding IGIB

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Barrett & Company's IGIB Position: Q3 2026 in Review

Barrett & Company held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 108 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Barrett & Company first reported a position in IGIB in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.84K in Q3 2025. 432 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Barrett & Company held 108 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.44K as of Q3 2026.
Barrett & Company left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #527 holding.
Barrett & Company first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Barrett & Company's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.84K in Q3 2025.
432 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.