Lutz Financial Services
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Lutz Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lutz Financial Services’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 		$202K Hold
4,007
– – 0.01% 106
2026
Q2 		$213K Hold
4,007
– – 0.01% 112
2026
Q1 		$213K Hold
4,007
– – 0.01% 100
2025
Q4 		$216K Hold
4,007
– – 0.01% 100
2025
Q3 		$217K Hold
4,007
– – 0.02% 95
2025
Q2 		$214K Hold
4,007
– – 0.02% 96
2025
Q1 		$210K Hold
4,007
– – 0.02% 93
2024
Q4 		$206K Hold
4,007
– – 0.02% 92
2024
Q3 		$215K Sell
4,007
-58
-1% -$3.06K 0.02% 87
2024
Q2 		$208K Hold
4,065
– – 0.02% 85
2024
Q1 		$210K Sell
4,065
-855
-17% -$43.9K 0.02% 84
2023
Q4 		$256K Sell
4,920
-1,645
-25% -$81.3K 0.02% 79
2023
Q3 		$319K Hold
6,565
– – 0.03% 68
2023
Q2 		$332K Buy
6,565
+1
+0% +$51 0.04% 67
2023
Q1 		$337K Sell
6,564
-56
-0.8% -$2.84K 0.04% 67
2022
Q4 		$328K Buy
+6,620
New +$324K 0.04% 67
2022
Q2 		– Sell
-24,261
Closed -$1.33M – 68
2022
Q1 		$1.33M Sell
24,261
-52
-0.2% -$2.95K 0.16% 42
2021
Q4 		$1.44M Buy
24,313
+22
+0.1% +$1.31K 0.18% 43
2021
Q3 		$1.46M Buy
24,291
+12
+0% +$729 0.19% 44
2021
Q2 		$1.47M Sell
24,279
-18
-0.1% -$1.08K 0.2% 44
2021
Q1 		$1.44M Sell
24,297
-430
-2% -$26K 0.21% 41
2020
Q4 		$1.53M Sell
24,727
-3,176
-11% -$194K 0.25% 41
2020
Q3 		$1.7M Sell
27,903
-2,101
-7% -$128K 0.33% 41
2020
Q2 		$1.81M Sell
30,004
-1,969
-6% -$115K 0.37% 39
2020
Q1 		$1.76M Sell
31,973
-5,717
-15% -$330K 0.39% 40
2019
Q4 		$2.18M Sell
37,690
-97
-0.3% -$5.62K 0.39% 40
2019
Q3 		$2.19M Sell
37,787
-1,608
-4% -$92.4K 0.42% 39
2019
Q2 		$2.24M Sell
39,395
-705
-2% -$39.1K 0.44% 36
2019
Q1 		$2.21M Buy
40,100
+3,154
+9% +$170K 0.45% 31
2018
Q4 		$1.94M Buy
36,946
+20,353
+123% +$1.06M 0.43% 33
2018
Q3 		$881K Buy
16,593
+1,491
+10% +$79.4K 0.19% 33
2018
Q2 		$802K Sell
15,102
-5,144
-25% -$273K 0.23% 30
2018
Q1 		$1.09M Sell
20,246
-1,530
-7% -$82.4K 0.32% 27
2017
Q4 		$1.19M Buy
+21,776
New +$1.19M 0.35% 30

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Lutz Financial Services's IGIB Position: Q3 2026 in Review

Lutz Financial Services held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 4,007 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #106.

Lutz Financial Services first reported a position in IGIB in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.24M in Q2 2019. 423 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Lutz Financial Services held 4,007 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $202K as of Q3 2026.
  • Lutz Financial Services left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Lutz Financial Services's portfolio in Q3 2026, its #106 holding.
  • Lutz Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Lutz Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.24M in Q2 2019.
  • 423 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.