Cyndeo Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cyndeo Wealth Partners’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	$21.8M	Buy	432,868 +32,733	+8%	+$1.7M	0.99%	22
2026 Q2	$21.3M	Buy	400,135 +15,072	+4%	+$801K	1%	16
2026 Q1	$20.5M	Buy	385,063 +27,011	+8%	+$1.45M	1.08%	16
2025 Q4	$19.3M	Buy	358,052 +11,122	+3%	+$601K	1.04%	22
2025 Q3	$18.8M	Sell	346,930 -1,102	-0.3%	-$58.9K	1.04%	22
2025 Q2	$18.5M	Buy	348,032 +3,349	+1%	+$175K	1.1%	15
2025 Q1	$18.1M	Buy	344,683 +28,225	+9%	+$1.47M	1.19%	15
2024 Q4	$16.3M	Buy	316,458 +7,668	+2%	+$402K	1.1%	18
2024 Q3	$16.6M	Buy	308,790 +300,800	+3,765%	+$15.9M	1.16%	18
2024 Q2	$410K	Sell	7,990 -415	-5%	-$21.1K	0.03%	298
2024 Q1	$434K	Sell	8,405 -2,287	-21%	-$118K	0.04%	273
2023 Q4	$556K	Buy	10,692 +2,037	+24%	+$101K	0.05%	238
2023 Q3	$421K	Buy	+8,655	New	+$431K	0.04%	235

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

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 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

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

BCK Partners Corning, New York $205M AUM 8.92% 1-Year Est. Return

Cyndeo Wealth Partners's IGIB Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.2% in Q3 2026, buying an estimated $1.7M and bringing the position to 432,868 shares worth $21.8M. The position accounts for 0.99% of the portfolio, ranked #22.

Cyndeo Wealth Partners first reported a position in IGIB in Q3 2023 and has held it in 13 quarters since. 209 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Cyndeo Wealth Partners held 432,868 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $21.8M as of Q3 2026.
Cyndeo Wealth Partners bought 32,733 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.7M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.99% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #22 holding.
Cyndeo Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
209 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.