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

Perigon Wealth 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	$762K	Hold	15,136	–	–	0.01%	700
2026 Q2	$805K	Buy	15,136 +5,396	+55%	+$287K	0.01%	677
2026 Q1	$518K	Sell	9,740 -1,002	-9%	-$53.9K	0.01%	795
2025 Q4	$579K	Sell	10,742 -2,732	-20%	-$148K	0.01%	728
2025 Q3	$729K	Buy	+13,474	New	+$721K	0.01%	605
2025 Q2	–	Sell	-4,719	Closed	-$248K	–	1079
2025 Q1	$248K	Sell	4,719 -164	-3%	-$8.52K	0.01%	885
2024 Q4	$251K	Sell	4,883 -885	-15%	-$46.3K	0.01%	881
2024 Q3	$310K	Sell	5,768 -1,075	-16%	-$56.7K	0.01%	776
2024 Q2	$351K	Buy	6,843 +1,727	+34%	+$87.9K	0.01%	633
2024 Q1	$264K	Hold	5,116	–	–	0.01%	718
2023 Q4	$266K	Sell	5,116 -66	-1%	-$3.26K	0.01%	694
2023 Q3	$252K	Buy	+5,182	New	+$258K	0.01%	653

Other funds holding IGIB

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 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

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 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

BCK Partners Corning, New York $205M AUM 8.92% 1-Year Est. Return

Perigon Wealth Management's IGIB Position: Q3 2026 in Review

Perigon Wealth Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q3 2026 at 15,136 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #700.

Perigon Wealth Management first reported a position in IGIB in Q3 2023 and has held it in 12 quarters since. The position peaked at $805K in Q2 2026. 209 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Perigon Wealth Management held 15,136 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $762K as of Q3 2026.
Perigon Wealth Management 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 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #700 holding.
Perigon Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Perigon Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $805K in Q2 2026.
209 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.