Forza Wealth Management
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Forza Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Forza Wealth Management’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 		$2.38M Buy
47,351
+2,890
+7% +$150K 0.69% 42
2026
Q2 		$2.36M Buy
44,461
+561
+1% +$29.8K 0.73% 43
2026
Q1 		$2.34M Sell
43,900
-100
-0.2% -$5.38K 0.81% 38
2025
Q4 		$2.37M Hold
44,000
– – 0.86% 35
2025
Q3 		$2.38M Buy
44,000
+125
+0.3% +$6.69K 0.91% 35
2025
Q2 		$2.34M Sell
43,875
-2,100
-5% -$110K 0.96% 33
2025
Q1 		$2.41M Sell
45,975
-170
-0.4% -$8.83K 1.09% 27
2024
Q4 		$2.38M Sell
46,145
-1,320
-3% -$69.1K 1.08% 26
2024
Q3 		$2.55M Sell
47,465
-4,750
-9% -$250K 1.17% 26
2024
Q2 		$2.68M Hold
52,215
– – 1.38% 21
2024
Q1 		$2.69M Sell
52,215
-1,970
-4% -$101K 1.4% 18
2023
Q4 		$2.82M Sell
54,185
-12,910
-19% -$638K 1.55% 16
2023
Q3 		$3.26M Buy
67,095
+820
+1% +$40.8K 1.68% 10
2023
Q2 		$3.35M Sell
66,275
-920
-1% -$46.8K 1.69% 9
2023
Q1 		$3.45M Hold
67,195
– – 1.77% 9
2022
Q4 		$3.33M Buy
+67,195
New +$3.29M 2.21% 9

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
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
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Forza Wealth Management's IGIB Position: Q3 2026 in Review

Forza Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.5% in Q3 2026, buying an estimated $150K and bringing the position to 47,351 shares worth $2.38M. The position accounts for 0.69% of the portfolio, ranked #42.

Forza Wealth Management first reported a position in IGIB in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.45M in Q1 2023. 190 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Forza Wealth Management held 47,351 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.38M as of Q3 2026.
  • Forza Wealth Management bought 2,890 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $150K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.69% of Forza Wealth Management's portfolio in Q3 2026, its #42 holding.
  • Forza Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.45M in Q1 2023.
  • 190 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.