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

Merit 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
Q1 		$321K Sell
6,038
-44
-0.7% -$2.37K ﹤0.01% 1615
2025
Q4 		$328K Buy
6,082
+182
+3% +$9.84K ﹤0.01% 1508
2025
Q3 		$319K Sell
5,900
-328
-5% -$17.5K ﹤0.01% 1411
2025
Q2 		$332K Buy
6,228
+362
+6% +$18.9K ﹤0.01% 1283
2025
Q1 		$308K Buy
+5,866
New +$305K ﹤0.01% 1112
2024
Q1 		– Sell
-5,617
Closed -$292K – 895
2023
Q4 		$292K Buy
+5,617
New +$278K 0.01% 629

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AssetMark Inc
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
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Wells Fargo
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AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return