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

MFA 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 Q3	$51.5M	Buy	1,022,700 +3,811	+0.4%	+$198K	8.75%	1
2026 Q2	$54.2M	Buy	1,018,889 +131,520	+15%	+$6.99M	9.23%	1
2026 Q1	$47.2M	Buy	887,369 +90,065	+11%	+$4.85M	9.29%	2
2025 Q4	$43M	Buy	797,304 +58,315	+8%	+$3.15M	9.08%	2
2025 Q3	$40M	Buy	738,989 +50,917	+7%	+$2.72M	8.73%	2
2025 Q2	$36.7M	Buy	688,072 +95,762	+16%	+$5M	8.6%	2
2025 Q1	$31.1M	Buy	592,310 +302,698	+105%	+$15.7M	7.7%	4
2024 Q4	$14.9M	Buy	+289,612	New	+$15.2M	3.82%	8

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

MFA Wealth Advisors's IGIB Position: Q3 2026 in Review

MFA Wealth Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.37% in Q3 2026, buying an estimated $198K and bringing the position to 1,022,700 shares worth $51.5M. The position accounts for 8.75% of the portfolio, ranked #1.

MFA Wealth Advisors first reported a position in IGIB in Q4 2024 and has held it in 8 quarters since. The position peaked at $54.2M in Q2 2026. 304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

MFA Wealth Advisors held 1,022,700 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $51.5M as of Q3 2026.
MFA Wealth Advisors bought 3,811 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $198K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 8.75% of MFA Wealth Advisors's portfolio in Q3 2026, its #1 holding.
MFA Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $54.2M in Q2 2026.
304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.