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

Mendota Financial 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	$12.2M	Buy	230,266 +21,586	+10%	+$1.15M	7.59%	4
2026 Q1	$11.1M	Buy	208,680 +80	+0%	+$4.31K	8.23%	4
2025 Q4	$11.2M	Buy	208,600 +11,412	+6%	+$617K	8.18%	4
2025 Q3	$10.7M	Buy	197,188 +7,470	+4%	+$400K	7.96%	4
2025 Q2	$10.1M	Buy	189,718 +16,503	+10%	+$861K	9.56%	4
2025 Q1	$9.1M	Sell	173,215 -64,111	-27%	-$3.33M	9.87%	4
2024 Q4	$12.2M	Sell	237,326 -40,601	-15%	-$2.13M	7.92%	5
2024 Q3	$14.9M	Buy	277,927 +22,936	+9%	+$1.21M	7.13%	5
2024 Q2	$13.1M	Buy	254,991 +42,897	+20%	+$2.18M	7.01%	5
2024 Q1	$10.9M	Buy	212,094 +138,328	+188%	+$7.11M	6.4%	4
2023 Q4	$3.84M	Buy	73,766 +38,545	+109%	+$1.91M	2.99%	6
2023 Q3	$1.71M	Buy	+35,221	New	+$1.75M	1.78%	13

Other funds holding IGIB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Mendota Financial Group's IGIB Position: Q2 2026 in Review

Mendota Financial Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q2 2026, buying an estimated $1.15M and bringing the position to 230,266 shares worth $12.2M. The position accounts for 7.59% of the portfolio, ranked #4.

Mendota Financial Group first reported a position in IGIB in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2024. 115 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Mendota Financial Group held 230,266 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.2M as of Q2 2026.
Mendota Financial Group bought 21,586 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.15M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 7.59% of Mendota Financial Group's portfolio in Q2 2026, its #4 holding.
Mendota Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Mendota Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $14.9M in Q3 2024.
115 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.