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 Q3	$4.55M	Sell	90,326 -2,136	-2%	-$111K	0.41%	45
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 $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

MV Capital Management's IGIB Position: Q3 2026 in Review

MV Capital Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q3 2026, selling an estimated $111K and leaving 90,326 shares worth $4.55M. The position accounts for 0.41% of the portfolio, ranked #45.

MV Capital Management first reported a position in IGIB in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.02M in Q3 2025. 410 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

MV Capital Management held 90,326 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.55M as of Q3 2026.
MV Capital Management sold 2,136 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $111K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.41% of MV Capital Management's portfolio in Q3 2026, its #45 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 11 quarters since.
MV Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.02M in Q3 2025.
410 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.