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

Heartwood Wealth Advisors’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 		$337K Hold
6,347
– – 0.03% 176
2026
Q1 		$338K Buy
6,347
+175
+3% +$9.42K 0.03% 162
2025
Q4 		$333K Hold
6,172
– – 0.03% 151
2025
Q3 		$334K Hold
6,172
– – 0.03% 149
2025
Q2 		$329K Hold
6,172
– – 0.03% 142
2025
Q1 		$324K Buy
+6,172
New +$321K 0.04% 130

Other funds holding IGIB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Heartwood Wealth Advisors's IGIB Position: Q2 2026 in Review

Heartwood Wealth Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 6,347 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #176.

Heartwood Wealth Advisors first reported a position in IGIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $338K in Q1 2026. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Heartwood Wealth Advisors held 6,347 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $337K as of Q2 2026.
  • Heartwood Wealth Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • Heartwood Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Heartwood Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $338K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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