Galvin Gaustad & Stein’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Galvin Gaustad & Stein’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	$8.86M	Sell	175,966 -11,163	-6%	-$581K	0.67%	52
2026 Q2	$9.9M	Sell	187,129 -15,002	-7%	-$797K	0.73%	50
2026 Q1	$10.8M	Sell	202,131 -56,460	-22%	-$3.04M	0.86%	45
2025 Q4	$13.9M	Sell	258,591 -13,054	-5%	-$706K	1.09%	40
2025 Q3	$14.7M	Buy	271,645 +4,329	+2%	+$232K	1.19%	33
2025 Q2	$14.2M	Buy	267,316 +13,810	+5%	+$721K	1.23%	35
2025 Q1	$13.3M	Sell	253,506 -7,848	-3%	-$408K	1.19%	40
2024 Q4	$13.5M	Buy	261,354 +8,507	+3%	+$446K	1.21%	37
2024 Q3	$13.6M	Buy	252,847 +20,534	+9%	+$1.08M	1.21%	38
2024 Q2	$11.9M	Buy	232,313 +2,965	+1%	+$151K	1.11%	39
2024 Q1	$11.8M	Sell	229,348 -3,997	-2%	-$205K	1.09%	40
2023 Q4	$12.1M	Sell	233,345 -15,029	-6%	-$743K	1.13%	37
2023 Q3	$12.1M	Buy	248,374 +11,565	+5%	+$576K	1.22%	39
2023 Q2	$12M	Buy	236,809 +34,142	+17%	+$1.74M	1.16%	42
2023 Q1	$10.4M	Buy	202,667 +28,878	+17%	+$1.46M	1.02%	43
2022 Q4	$8.6M	Buy	173,789 +34,423	+25%	+$1.69M	0.87%	47
2022 Q3	$6.73M	Buy	139,366 +13,806	+11%	+$706K	0.71%	51
2022 Q2	$6.41M	Sell	125,560 -5,381	-4%	-$281K	0.65%	52
2022 Q1	$7.18M	Sell	130,941 -13,550	-9%	-$768K	0.65%	58
2021 Q4	$8.56M	Sell	144,491 -969	-0.7%	-$57.7K	0.74%	54
2021 Q3	$8.74M	Sell	145,460 -1,598	-1%	-$97.1K	0.84%	48
2021 Q2	$8.9M	Sell	147,058 -2,867	-2%	-$172K	0.85%	49
2021 Q1	$8.88M	Sell	149,925 -8,114	-5%	-$491K	0.89%	46
2020 Q4	$9.8M	Buy	+158,039	New	+$9.7M	1.03%	41

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Galvin Gaustad & Stein's IGIB Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6% in Q3 2026, selling an estimated $581K and leaving 175,966 shares worth $8.86M. The position accounts for 0.67% of the portfolio, ranked #52.

Galvin Gaustad & Stein first reported a position in IGIB in Q4 2020 and has held it in 24 quarters since. The position peaked at $14.7M in Q3 2025. 271 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Galvin Gaustad & Stein held 175,966 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $8.86M as of Q3 2026.
Galvin Gaustad & Stein sold 11,163 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $581K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.67% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #52 holding.
Galvin Gaustad & Stein first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
Galvin Gaustad & Stein's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $14.7M in Q3 2025.
271 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.