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

Optima Capital’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 		$2.62M Buy
49,275
+6,277
+15% +$334K 1.03% 29
2026
Q1 		$2.29M Buy
42,998
+1,779
+4% +$95.7K 1.06% 29
2025
Q4 		$2.22M Buy
+41,219
New +$2.23M 0.96% 31

Other funds holding IGIB

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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Optima Capital's IGIB Position: Q2 2026 in Review

Optima Capital increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 15% in Q2 2026, buying an estimated $334K and bringing the position to 49,275 shares worth $2.62M. The position accounts for 1.03% of the portfolio, ranked #29.

Optima Capital first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Optima Capital held 49,275 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.62M as of Q2 2026.
  • Optima Capital bought 6,277 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $334K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.03% of Optima Capital's portfolio in Q2 2026, its #29 holding.
  • Optima Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.