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 Q3	$3.57M	Sell	70,955 -9,269	-12%	-$482K	0.27%	96
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Fiduciary Alliance's IGIB Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 12% in Q3 2026, selling an estimated $482K and leaving 70,955 shares worth $3.57M. The position accounts for 0.27% of the portfolio, ranked #96.

Fiduciary Alliance first reported a position in IGIB in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.27M in Q2 2026. 190 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Fiduciary Alliance held 70,955 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.57M as of Q3 2026.
Fiduciary Alliance sold 9,269 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $482K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.27% of Fiduciary Alliance's portfolio in Q3 2026, its #96 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 13 quarters since.
Fiduciary Alliance's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.27M in Q2 2026.
190 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.