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

MV Capital 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	$4.92M	Buy	92,462 +97	+0.1%	+$5.16K	0.44%	42
2026 Q1	$4.92M	Sell	92,365 -8,290	-8%	-$446K	0.48%	39
2025 Q4	$5.42M	Sell	100,655 -10,597	-10%	-$573K	0.52%	38
2025 Q3	$6.02M	Buy	111,252 +2,763	+3%	+$148K	0.58%	36
2025 Q2	$5.78M	Buy	108,489 +619	+0.6%	+$32.3K	0.59%	32
2025 Q1	$5.67M	Buy	107,870 +24,568	+29%	+$1.28M	0.61%	32
2024 Q4	$4.29M	Buy	83,302 +7,338	+10%	+$384K	0.46%	36
2024 Q3	$4.08M	Buy	75,964 +2,462	+3%	+$130K	0.43%	42
2024 Q2	$3.77M	Buy	73,502 +5,849	+9%	+$298K	0.42%	40
2024 Q1	$3.49M	Buy	+67,653	New	+$3.48M	0.4%	43

Other funds holding IGIB

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

MV Capital Management's IGIB Position: Q2 2026 in Review

MV Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.11% in Q2 2026, buying an estimated $5.16K and bringing the position to 92,462 shares worth $4.92M. The position accounts for 0.44% of the portfolio, ranked #42.

MV Capital Management first reported a position in IGIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.02M in Q3 2025. 324 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

MV Capital Management held 92,462 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.92M as of Q2 2026.
MV Capital Management bought 97 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.16K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.44% of MV Capital Management's portfolio in Q2 2026, its #42 holding.
MV Capital 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.
MV Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.02M in Q3 2025.
324 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.