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

Mittelman Wealth Management’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 Q2	$10.6M	Sell	39,056 -174,800	-82%	-$9.29M	7.02%	6
2026 Q1	$11.4M	Buy	213,856 +17,623	+9%	+$948K	7.1%	5
2025 Q4	$10.6M	Buy	196,233 +3,210	+2%	+$174K	6.87%	6
2025 Q3	$10.4M	Buy	193,023 +23,801	+14%	+$1.27M	6.84%	7
2025 Q2	$9.02M	Buy	169,222 +34,627	+26%	+$1.81M	7.61%	6
2025 Q1	$7.07M	Buy	134,595 +2,250	+2%	+$117K	6.38%	7
2024 Q4	$6.82M	Sell	132,345 -63,626	-32%	-$3.33M	6.34%	7
2024 Q3	$10.5M	Buy	195,971 +7,796	+4%	+$411K	5.98%	7
2024 Q2	$9.65M	Buy	188,175 +9,522	+5%	+$485K	6.25%	5
2024 Q1	$9.22M	Buy	+178,653	New	+$9.18M	6.25%	5

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mittelman Wealth Management's IGIB Position: Q2 2026 in Review

Mittelman Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 82% in Q2 2026, selling an estimated $9.29M and leaving 39,056 shares worth $10.6M. The position accounts for 7.02% of the portfolio, ranked #6.

Mittelman Wealth Management first reported a position in IGIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.4M in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Mittelman Wealth Management held 39,056 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10.6M as of Q2 2026.
Mittelman Wealth Management sold 174,800 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $9.29M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 7.02% of Mittelman Wealth Management's portfolio in Q2 2026, its #6 holding.
Mittelman Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.4M in Q1 2026.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.