NWAM LLC’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

NWAM LLC’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	$3.09M	Buy	+58,039	New	+$3.08M	0.15%	145

Other funds holding IGIB

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

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services

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

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

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

NWAM LLC's IGIB Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 58,039 shares worth $3.09M. The stake represents 0.15% of the portfolio and ranks #145 among its holdings.

189 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

NWAM LLC held 58,039 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.09M as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new NWAM LLC position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.15% of NWAM LLC's portfolio in Q2 2026, its #145 holding.
189 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.