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Higgins & Schmidt Wealth Strategies’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$1.42M Buy
26,659
+18,210
+216% +$968K 0.58% 21
2026
Q1 		$450K Buy
+8,449
New +$455K 0.21% 37

Other funds holding IGIB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
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

Higgins & Schmidt Wealth Strategies's IGIB Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 216% in Q2 2026, buying an estimated $968K and bringing the position to 26,659 shares worth $1.42M. The position accounts for 0.58% of the portfolio, ranked #21.

Higgins & Schmidt Wealth Strategies first reported a position in IGIB in Q1 2026 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 26,659 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.42M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 18,210 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $968K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.