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

Beaird Harris 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	$11.1K	Hold	208	–	–	﹤0.01%	385
2026 Q1	$11.1K	Sell	208 -1,553	-88%	-$83.6K	﹤0.01%	356
2025 Q4	$94.9K	Sell	1,761 -60	-3%	-$3.24K	0.01%	197
2025 Q3	$98.5K	Hold	1,821	–	–	0.01%	185
2025 Q2	$97K	Hold	1,821	–	–	0.01%	184
2025 Q1	$95.6K	Hold	1,821	–	–	0.01%	171
2024 Q4	$93.8K	Hold	1,821	–	–	0.01%	177
2024 Q3	$97.8K	Hold	1,821	–	–	0.01%	178
2024 Q2	$93.3K	Hold	1,821	–	–	0.01%	167
2024 Q1	$94K	Hold	1,821	–	–	0.01%	162
2023 Q4	$94.7K	Buy	1,821 +471	+35%	+$23.3K	0.01%	145
2023 Q3	$65.7K	Hold	1,350	–	–	0.01%	150
2023 Q2	$68.3K	Hold	1,350	–	–	0.01%	153
2023 Q1	$69.2K	Hold	1,350	–	–	0.01%	150
2022 Q4	$66.8K	Sell	1,350 -73	-5%	-$3.58K	0.01%	163
2022 Q3	$69K	Buy	1,423 +1,042	+273%	+$53.3K	0.02%	139
2022 Q2	$19K	Hold	381	–	–	0.01%	209
2022 Q1	$21K	Hold	381	–	–	0.01%	248
2021 Q4	$23K	Buy	+381	New	+$22.7K	0.01%	314

Other funds holding IGIB

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return