Burns Matteson Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Burns Matteson Capital 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	$11.6M	Buy	218,148 +30,287	+16%	+$1.61M	3.63%	4
2026 Q1	$10M	Buy	187,861 +20,586	+12%	+$1.11M	3.66%	5
2025 Q4	$9.01M	Buy	167,275 +63,135	+61%	+$3.41M	3.16%	6
2025 Q3	$5.63M	Buy	104,140 +4,053	+4%	+$217K	2.23%	10
2025 Q2	$5.33M	Buy	100,087 +44,707	+81%	+$2.33M	2.58%	8
2025 Q1	$2.91M	Buy	55,380 +23,535	+74%	+$1.22M	1.56%	17
2024 Q4	$1.64M	Buy	31,845 +16,495	+107%	+$864K	0.92%	24
2024 Q3	$825K	Buy	+15,350	New	+$809K	0.46%	45

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

BCK Partners Corning, New York $207M AUM 18% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Burns Matteson Capital Management's IGIB Position: Q2 2026 in Review

Burns Matteson Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 16% in Q2 2026, buying an estimated $1.61M and bringing the position to 218,148 shares worth $11.6M. The position accounts for 3.63% of the portfolio, ranked #4.

Burns Matteson Capital Management first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. 120 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Burns Matteson Capital Management held 218,148 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.6M as of Q2 2026.
Burns Matteson Capital Management bought 30,287 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.61M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 3.63% of Burns Matteson Capital Management's portfolio in Q2 2026, its #4 holding.
Burns Matteson Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
120 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.