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

Cherry Tree 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 Q3	$65.8K	Hold	1,306	–	–	0.01%	259
2026 Q2	$69.4K	Hold	1,306	–	–	0.01%	254
2026 Q1	$69.5K	Hold	1,306	–	–	0.01%	241
2025 Q4	$70.4K	Buy	+1,306	New	+$70.6K	0.01%	242
2025 Q2	–	Sell	-142	Closed	-$7.46K	–	671
2025 Q1	$7.46K	Hold	142	–	–	﹤0.01%	477
2024 Q4	$7.32K	Buy	+142	New	+$7.44K	﹤0.01%	447

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

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

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Cherry Tree Wealth Management's IGIB Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 1,306 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #259.

Cherry Tree Wealth Management first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.4K in Q4 2025. 290 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Cherry Tree Wealth Management held 1,306 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $65.8K as of Q3 2026.
Cherry Tree Wealth Management 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 Cherry Tree Wealth Management's portfolio in Q3 2026, its #259 holding.
Cherry Tree Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Cherry Tree Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $70.4K in Q4 2025.
290 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.