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

Mattson 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 Q2	–	Sell	-15,102	Closed	-$804K	–	242
2026 Q1	$804K	Buy	15,102 +331	+2%	+$17.8K	0.19%	129
2025 Q4	$796K	Buy	14,771 +50	+0.3%	+$2.7K	0.19%	135
2025 Q3	$796K	Buy	14,721 +5,583	+61%	+$299K	0.19%	129
2025 Q2	$487K	Sell	9,138 -546	-6%	-$28.5K	0.13%	131
2025 Q1	$509K	Sell	9,684 -48,833	-83%	-$2.54M	0.15%	126
2024 Q4	$3.14M	Sell	58,517 -13,799	-19%	-$723K	1%	29
2024 Q3	$3.71M	Sell	72,316 -297	-0.4%	-$15.7K	1.33%	16
2024 Q2	$3.72M	Buy	+72,613	New	+$3.7M	1.33%	16

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

Mattson Financial Services's IGIB Position: Q2 2026 in Review

Mattson Financial Services sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 15,102 shares — an estimated $804K sold.

Mattson Financial Services first reported a position in IGIB in Q2 2024 and held it in 8 quarters. The position peaked at $3.72M in Q2 2024. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Mattson Financial Services reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Mattson Financial Services sold 15,102 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $804K.
Mattson Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and held it in 8 quarters.
Mattson Financial Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.72M in Q2 2024.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.