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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
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
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 $58.2B AUM 22.78% 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

Medallion Wealth Advisors's IGIB Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2026 at 155 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Medallion Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.38K in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Medallion Wealth Advisors held 155 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $8.25K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #792 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 6 quarters since.
  • Medallion Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.38K in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.