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

McAdam LLC’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	$231K	Sell	4,584 -969	-17%	-$50.4K	0.01%	460
2026 Q2	$295K	Sell	5,553 -4,176	-43%	-$222K	0.01%	382
2026 Q1	$518K	Buy	9,729 +3,162	+48%	+$170K	0.02%	240
2025 Q4	$354K	Buy	+6,567	New	+$355K	0.02%	298
2018 Q4	–	Sell	-518	Closed	-$27K	–	306
2018 Q3	$27K	Hold	518	–	–	0.01%	220
2018 Q2	$28K	Hold	518	–	–	0.01%	201
2018 Q1	$28K	Buy	+518	New	+$27.9K	0.01%	205

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 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

McAdam LLC's IGIB Position: Q3 2026 in Review

McAdam LLC reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 17% in Q3 2026, selling an estimated $50.4K and leaving 4,584 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #460.

McAdam LLC first reported a position in IGIB in Q1 2018 and has held it in 7 quarters since. The position peaked at $518K in Q1 2026. 252 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

McAdam LLC held 4,584 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $231K as of Q3 2026.
McAdam LLC sold 969 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $50.4K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #460 holding.
McAdam LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 7 quarters since.
McAdam LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $518K in Q1 2026.
252 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.