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

Birchbrook’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	$24.9M	Buy	494,800 +13,446	+3%	+$700K	11.93%	2
2026 Q2	$25.6M	Buy	481,354 +15,077	+3%	+$801K	12.01%	2
2026 Q1	$24.8M	Buy	466,277 +35,629	+8%	+$1.92M	12.17%	2
2025 Q4	$23.2M	Buy	430,648 +27,621	+7%	+$1.49M	11.57%	2
2025 Q3	$21.8M	Buy	403,027 +32,876	+9%	+$1.76M	11.27%	2
2025 Q2	$19.7M	Buy	370,151 +15,238	+4%	+$795K	10.57%	2
2025 Q1	$18.6M	Buy	354,913 +28,084	+9%	+$1.46M	10.47%	2
2024 Q4	$16.8M	Buy	326,829 +7,192	+2%	+$377K	9.57%	2
2024 Q3	$17.2M	Buy	319,637 +5,145	+2%	+$271K	9.52%	2
2024 Q2	$16.1M	Buy	314,492 +3,721	+1%	+$189K	9.67%	2
2024 Q1	$16M	Buy	310,771 +53,096	+21%	+$2.73M	9.54%	2
2023 Q4	$13.4M	Buy	+257,675	New	+$12.7M	8.83%	2

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Birchbrook's IGIB Position: Q3 2026 in Review

Birchbrook increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.8% in Q3 2026, buying an estimated $700K and bringing the position to 494,800 shares worth $24.9M. The position accounts for 11.93% of the portfolio, ranked #2.

Birchbrook first reported a position in IGIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $25.6M in Q2 2026. 304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Birchbrook held 494,800 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $24.9M as of Q3 2026.
Birchbrook bought 13,446 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $700K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 11.93% of Birchbrook's portfolio in Q3 2026, its #2 holding.
Birchbrook first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25.6M in Q2 2026.
304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.