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

Maridea Wealth 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
Q1 		$209K Buy
3,923
+29
+0.7% +$1.56K 0.03% 426
2025
Q4 		$210K Buy
3,894
+193
+5% +$10.4K 0.03% 385
2025
Q3 		$201K Buy
+3,701
New +$198K 0.03% 408

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Maridea Wealth Management's IGIB Position: Q1 2026 in Review

Maridea Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.74% in Q1 2026, buying an estimated $1.56K and bringing the position to 3,923 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #426.

Maridea Wealth Management first reported a position in IGIB in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Maridea Wealth Management held 3,923 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $209K as of Q1 2026.
  • Maridea Wealth Management bought 29 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.56K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #426 holding.
  • Maridea Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $210K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.