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

Fiduciary Alliance’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	$4.27M	Buy	80,224 +6,253	+8%	+$332K	0.29%	91
2026 Q1	$3.96M	Buy	73,971 +9,381	+15%	+$505K	0.24%	106
2025 Q4	$3.48M	Buy	64,590 +5,229	+9%	+$283K	0.23%	107
2025 Q3	$3.21M	Buy	59,361 +4,097	+7%	+$219K	0.22%	108
2025 Q2	$2.95M	Buy	55,264 +50,633	+1,093%	+$2.64M	0.22%	106
2025 Q1	$243K	Sell	4,631 -12	-0.3%	-$623	0.02%	345
2024 Q4	$239K	Sell	4,643 -1,126	-20%	-$59K	0.02%	323
2024 Q3	$310K	Buy	5,769 +96	+2%	+$5.06K	0.04%	201
2024 Q2	$290K	Buy	5,673 +72	+1%	+$3.67K	0.05%	171
2024 Q1	$286K	Buy	5,601 +36	+0.6%	+$1.85K	0.05%	157
2023 Q4	$289K	Buy	+5,565	New	+$275K	0.06%	149
2023 Q3	–	Sell	-2,367	Closed	-$120K	–	520
2023 Q2	$120K	Buy	+2,367	New	+$120K	0.03%	194

Other funds holding IGIB

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

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Fiduciary Alliance's IGIB Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.5% in Q2 2026, buying an estimated $332K and bringing the position to 80,224 shares worth $4.27M. The position accounts for 0.29% of the portfolio, ranked #91.

Fiduciary Alliance first reported a position in IGIB in Q2 2023 and has held it in 12 quarters since. 151 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Fiduciary Alliance held 80,224 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.27M as of Q2 2026.
Fiduciary Alliance bought 6,253 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $332K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.29% of Fiduciary Alliance's portfolio in Q2 2026, its #91 holding.
Fiduciary Alliance first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
151 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.