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Lewis Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lewis Asset 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 		$714K Buy
13,429
+1,510
+13% +$80.3K 0.25% 90
2026
Q1 		$634K Buy
+11,919
New +$641K 0.26% 93

Other funds holding IGIB

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
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Lewis Asset Management's IGIB Position: Q2 2026 in Review

Lewis Asset Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $80.3K and bringing the position to 13,429 shares worth $714K. The position accounts for 0.25% of the portfolio, ranked #90.

Lewis Asset Management first reported a position in IGIB in Q1 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Lewis Asset Management held 13,429 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $714K as of Q2 2026.
  • Lewis Asset Management bought 1,510 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $80.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.25% of Lewis Asset Management's portfolio in Q2 2026, its #90 holding.
  • Lewis Asset Management 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.
  • 317 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.