First Heartland Consultants’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

First Heartland Consultants’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	$415K	Buy	7,813 +1,992	+34%	+$106K	0.03%	367
2026 Q1	$310K	Buy	5,821 +700	+14%	+$37.7K	0.02%	401
2025 Q4	$276K	Buy	5,121 +435	+9%	+$23.5K	0.02%	444
2025 Q3	$253K	Buy	4,686 +898	+24%	+$48K	0.02%	448
2025 Q2	$202K	Buy	+3,788	New	+$198K	0.02%	487
2020 Q2	–	Sell	-5,515	Closed	-$303K	–	291
2020 Q1	$303K	Buy	+5,515	New	+$318K	0.08%	186
2013 Q3	–	Sell	-500	Closed	-$27K	–	286
2013 Q2	$27K	Buy	+500	New	+$27.6K	0.02%	300

Other funds holding IGIB

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

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

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return