Midwest Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Midwest Trust’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	$229K	Buy	+4,552	New	+$237K	﹤0.01%	594
2026 Q2	–	Sell	-6,985	Closed	-$372K	–	616
2026 Q1	$372K	Buy	+6,985	New	+$376K	﹤0.01%	480

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Midwest Trust's IGIB Position: Q3 2026 in Review

Midwest Trust opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2026: 4,552 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Midwest Trust previously reported a position in IGIB as recently as Q1 2026.

Midwest Trust first reported a position in IGIB in Q1 2026 and has held it in 2 quarters since. The position peaked at $372K in Q1 2026. 190 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Midwest Trust held 4,552 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $229K as of Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Midwest Trust position in Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #594 holding.
Midwest Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Midwest Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $372K in Q1 2026.
190 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.