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

Medallion Wealth Advisors’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	$8.24K	Hold	155	–	–	﹤0.01%	784
2026 Q1	$8.25K	Hold	155	–	–	﹤0.01%	792
2025 Q4	$8.35K	Hold	155	–	–	﹤0.01%	780
2025 Q3	$8.38K	Hold	155	–	–	﹤0.01%	778
2025 Q2	$8.23K	Hold	155	–	–	﹤0.01%	760
2025 Q1	$8.13K	Hold	155	–	–	﹤0.01%	719
2024 Q4	$7.98K	Buy	+155	New	+$8.12K	﹤0.01%	698

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

Medallion Wealth Advisors's IGIB Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 155 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Medallion Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.38K in Q3 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Medallion Wealth Advisors held 155 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $8.24K as of Q2 2026.
Medallion Wealth Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #784 holding.
Medallion Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.38K in Q3 2025.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.