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

Mather Group’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	–	Sell	-40	Closed	-$2.13K	–	1945
2026 Q1	$2.13K	Buy	+40	New	+$2.15K	﹤0.01%	1696
2024 Q3	–	Sell	-1,725	Closed	-$89K	–	1929
2024 Q2	$89K	Buy	1,725 +1,710	+11,400%	+$87.1K	﹤0.01%	844
2024 Q1	$780	Buy	+15	New	+$771	﹤0.01%	1651
2020 Q2	–	Sell	-39,581	Closed	-$2.17M	–	215
2020 Q1	$2.17M	Buy	39,581 +192	+0.5%	+$11.1K	0.15%	47
2019 Q4	$2.28M	Buy	39,389 +31,096	+375%	+$1.8M	0.14%	52
2019 Q3	$480K	Buy	+8,293	New	+$477K	0.04%	59

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's IGIB Position: Q2 2026 in Review

Mather Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 40 shares — an estimated $2.13K sold.

Mather Group first reported a position in IGIB in Q3 2019 and held it in 6 quarters. The position peaked at $2.28M in Q4 2019. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Mather Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Mather Group sold 40 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.13K.
Mather Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and held it in 6 quarters.
Mather Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.28M in Q4 2019.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.