McCarley & Cook Financial Planners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

McCarley & Cook Financial Planners’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	$218K	Hold	4,325	–	–	0.17%	50
2026 Q2	$230K	Hold	4,325	–	–	0.18%	49
2026 Q1	$230K	Buy	+4,325	New	+$233K	0.2%	48

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

McCarley & Cook Financial Planners's IGIB Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 4,325 shares worth $218K. The position accounts for 0.17% of the portfolio, ranked #50.

McCarley & Cook Financial Planners first reported a position in IGIB in Q1 2026 and has held it in 3 quarters since. The position peaked at $230K in Q1 2026. 173 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

McCarley & Cook Financial Planners held 4,325 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $218K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.17% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #50 holding.
McCarley & Cook Financial Planners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $230K in Q1 2026.
173 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.