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

Crumly & Associates’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	$246K	Hold	4,625	–	–	0.05%	173
2026 Q1	$246K	Hold	4,625	–	–	0.05%	178
2025 Q4	$249K	Hold	4,625	–	–	0.05%	170
2025 Q3	$250K	Buy	+4,625	New	+$247K	0.05%	166

Other funds holding IGIB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Crumly & Associates's IGIB Position: Q2 2026 in Review

Crumly & Associates held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 4,625 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #173.

Crumly & Associates first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. The position peaked at $250K in Q3 2025. 323 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Crumly & Associates held 4,625 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $246K as of Q2 2026.
Crumly & Associates left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Crumly & Associates's portfolio in Q2 2026, its #173 holding.
Crumly & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Crumly & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $250K in Q3 2025.
323 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.