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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forza Wealth Management's IGIB Position: Q2 2026 in Review

Forza Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.3% in Q2 2026, buying an estimated $29.8K and bringing the position to 44,461 shares worth $2.36M. The position accounts for 0.73% of the portfolio, ranked #43.

Forza Wealth Management first reported a position in IGIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.45M in Q1 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Forza Wealth Management held 44,461 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.36M as of Q2 2026.
Forza Wealth Management bought 561 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $29.8K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.73% of Forza Wealth Management's portfolio in Q2 2026, its #43 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 15 quarters since.
Forza Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.45M in Q1 2023.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.