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 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

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 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

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

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Eagle Wealth Advisors Westport, Connecticut $131M AUM