Hofer & Associates
IGIB icon

Hofer & Associates’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Hofer & Associates’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 		– Sell
-6,568
Closed -$349K – 102
2026
Q2 		$349K Buy
6,568
+450
+7% +$23.9K 0.17% 49
2026
Q1 		$326K Sell
6,118
-37
-0.6% -$1.99K 0.18% 45
2025
Q4 		$332K Sell
6,155
-100
-2% -$5.4K 0.18% 44
2025
Q3 		$338K Sell
6,255
-199
-3% -$10.6K 0.19% 43
2025
Q2 		$344K Sell
6,454
-125
-2% -$6.52K 0.21% 42
2025
Q1 		$346K Buy
6,579
+58
+0.9% +$3.01K 0.23% 44
2024
Q4 		$336K Buy
6,521
+310
+5% +$16.2K 0.23% 41
2024
Q3 		$334K Buy
6,211
+10
+0.2% +$527 0.23% 41
2024
Q2 		$318K Buy
6,201
+49
+0.8% +$2.5K 0.25% 40
2024
Q1 		$317K Sell
6,152
-214
-3% -$11K 0.27% 41
2023
Q4 		$331K Buy
6,366
+446
+8% +$22K 0.31% 39
2023
Q3 		$288K Buy
5,920
+145
+3% +$7.22K 0.3% 39
2023
Q2 		$292K Buy
+5,775
New +$293K 0.28% 42

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Acropolis Investment Management
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RMG Wealth Management
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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
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 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

Hofer & Associates's IGIB Position: Q3 2026 in Review

Hofer & Associates sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2026, closing a stake of 6,568 shares — an estimated $349K sold.

Hofer & Associates first reported a position in IGIB in Q2 2023 and held it in 13 quarters. The position peaked at $349K in Q2 2026. 230 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Hofer & Associates reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Hofer & Associates sold 6,568 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $349K.
  • Hofer & Associates first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and held it in 13 quarters.
  • Hofer & Associates's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $349K in Q2 2026.
  • 230 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.