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

Maia Wealth’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	$8.88M	Buy	176,398 +45,352	+35%	+$2.36M	1.22%	12
2026 Q2	$6.97M	Buy	131,046 +37,459	+40%	+$1.99M	1.03%	19
2026 Q1	$4.98M	Buy	93,587 +23,008	+33%	+$1.24M	0.84%	23
2025 Q4	$3.83M	Buy	70,579 +32,412	+85%	+$1.75M	0.65%	40
2025 Q3	$2.06M	Buy	38,167 +29,165	+324%	+$1.56M	0.35%	79
2025 Q2	$480K	Buy	+9,002	New	+$470K	0.09%	198

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Maia Wealth's IGIB Position: Q3 2026 in Review

Maia Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 35% in Q3 2026, buying an estimated $2.36M and bringing the position to 176,398 shares worth $8.88M. The position accounts for 1.22% of the portfolio, ranked #12.

Maia Wealth first reported a position in IGIB in Q2 2025 and has held it in 6 quarters since. 230 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Maia Wealth held 176,398 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $8.88M as of Q3 2026.
Maia Wealth bought 45,352 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $2.36M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.22% of Maia Wealth's portfolio in Q3 2026, its #12 holding.
Maia Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
230 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.