Equitable Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Equitable Trust’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	$415K	Buy	8,234 +363	+5%	+$18.9K	0.02%	340
2026 Q2	$419K	Buy	7,871 +47	+0.6%	+$2.5K	0.02%	344
2026 Q1	$416K	Buy	7,824 +3,001	+62%	+$162K	0.02%	358
2025 Q4	$260K	Buy	4,823 +398	+9%	+$21.5K	0.01%	404
2025 Q3	$239K	Buy	4,425 +90	+2%	+$4.81K	0.01%	415
2025 Q2	$231K	Buy	+4,335	New	+$226K	0.01%	416

Other funds holding IGIB

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

MWA

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

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Equitable Trust's IGIB Position: Q3 2026 in Review

Equitable Trust increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.6% in Q3 2026, buying an estimated $18.9K and bringing the position to 8,234 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #340.

Equitable Trust first reported a position in IGIB in Q2 2025 and has held it in 6 quarters since. The position peaked at $419K in Q2 2026. 132 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Equitable Trust held 8,234 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $415K as of Q3 2026.
Equitable Trust bought 363 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $18.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Equitable Trust's portfolio in Q3 2026, its #340 holding.
Equitable Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
Equitable Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $419K in Q2 2026.
132 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.