CWA Asset Management Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

CWA Asset Management Group’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	$696K	Buy	13,085 +565	+5%	+$30K	0.02%	447
2026 Q1	$666K	Buy	12,520 +3,884	+45%	+$209K	0.02%	441
2025 Q4	$465K	Sell	8,636 -476	-5%	-$25.7K	0.02%	472
2025 Q3	$493K	Sell	9,112 -2,431	-21%	-$130K	0.02%	467
2025 Q2	$615K	Hold	11,543	–	–	0.03%	422
2025 Q1	$606K	Buy	11,543 +3,807	+49%	+$198K	0.03%	398
2024 Q4	$398K	Buy	+7,736	New	+$405K	0.02%	428

Other funds holding IGIB

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 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

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return