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

Exchange Bank’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	$386K	Hold	7,672	–	–	0.24%	91
2026 Q2	$408K	Hold	7,672	–	–	0.25%	92
2026 Q1	$408K	Hold	7,672	–	–	0.28%	87
2025 Q4	$413K	Hold	7,672	–	–	0.29%	86
2025 Q3	$415K	Hold	7,672	–	–	0.29%	89
2025 Q2	$409K	Hold	7,672	–	–	0.32%	83
2025 Q1	$403K	Buy	+7,672	New	+$398K	0.33%	81

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

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

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

Exchange Bank's IGIB Position: Q3 2026 in Review

Exchange Bank held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 7,672 shares worth $386K. The position accounts for 0.24% of the portfolio, ranked #91.

Exchange Bank first reported a position in IGIB in Q1 2025 and has held it in 7 quarters since. The position peaked at $415K in Q3 2025. 252 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Exchange Bank held 7,672 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $386K as of Q3 2026.
Exchange Bank 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 0.24% of Exchange Bank's portfolio in Q3 2026, its #91 holding.
Exchange Bank first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Exchange Bank's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $415K in Q3 2025.
252 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.