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 Q1	$372K	Buy	+6,985	New	+$376K	﹤0.01%	480

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

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

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

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

OCM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Midwest Trust's IGIB Position: Q1 2026 in Review

Midwest Trust opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026: 6,985 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Midwest Trust held 6,985 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $372K as of Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Midwest Trust position in Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #480 holding.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.