Mid-American Wealth Advisory Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Mid-American Wealth Advisory 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
2025 Q3	–	Sell	-223	Closed	-$11.9K	–	164
2025 Q2	$11.9K	Buy	+223	New	+$11.6K	0.01%	153
2024 Q3	–	Sell	-7,365	Closed	-$378K	–	51
2024 Q2	$378K	Sell	7,365 -2,066	-22%	-$105K	0.24%	35
2024 Q1	$487K	Sell	9,431 -4,401	-32%	-$226K	0.33%	26
2023 Q4	$719K	Sell	13,832 -473	-3%	-$23.4K	0.53%	22
2023 Q3	$693K	Sell	14,305 -107,846	-88%	-$5.37M	0.56%	20
2023 Q2	$6.16M	Buy	+122,151	New	+$6.21M	4.8%	4
2022 Q1	$5.63M	Buy	102,666 +7,425	+8%	+$421K	4.41%	5
2021 Q4	$5.64M	Buy	+95,241	New	+$5.67M	4.53%	6

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Mid-American Wealth Advisory Group's IGIB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2025, closing a stake of 223 shares — an estimated $11.9K sold.

Mid-American Wealth Advisory Group first reported a position in IGIB in Q4 2021 and held it in 8 quarters. The position peaked at $6.16M in Q2 2023. 667 funds tracked by Wall St. Rank hold IGIB as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 223 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2025, an estimated $11.9K.
Mid-American Wealth Advisory Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 8 quarters.
Mid-American Wealth Advisory Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.16M in Q2 2023.
667 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.