Perryman Financial Advisory’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$719K Buy
13,516
+5,387
+66% +$286K 0.1% 113
2026
Q1
$433K Buy
8,129
+2,672
+49% +$144K 0.06% 133
2025
Q4
$294K Buy
+5,457
New +$295K 0.04% 150

Other funds holding IGIB

Perryman Financial Advisory's IGIB Position: Q2 2026 in Review

Perryman Financial Advisory increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 66% in Q2 2026, buying an estimated $286K and bringing the position to 13,516 shares worth $719K. The position accounts for 0.1% of the portfolio, ranked #113.

Perryman Financial Advisory first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Perryman Financial Advisory held 13,516 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $719K as of Q2 2026.
  • Perryman Financial Advisory bought 5,387 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $286K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.1% of Perryman Financial Advisory's portfolio in Q2 2026, its #113 holding.
  • Perryman Financial Advisory 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.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.