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

Private Wealth Management Group’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	$2.68M	Buy	53,287 +2,477	+5%	+$129K	0.6%	27
2026 Q2	$2.7M	Sell	50,810 -461	-0.9%	-$24.5K	0.63%	24
2026 Q1	$2.73M	Sell	51,271 -1,466	-3%	-$78.9K	0.72%	22
2025 Q4	$2.84M	Buy	52,737 +419	+0.8%	+$22.6K	0.76%	22
2025 Q3	$2.83M	Buy	52,318 +2,526	+5%	+$135K	0.78%	23
2025 Q2	$2.65M	Buy	49,792 +9,226	+23%	+$481K	0.88%	22
2025 Q1	$2.13M	Buy	40,566 +11,951	+42%	+$621K	0.79%	22
2024 Q4	$1.47M	Buy	28,615 +2,261	+9%	+$118K	0.56%	26
2024 Q3	$1.42M	Sell	26,354 -44	-0.2%	-$2.32K	0.56%	27
2024 Q2	$1.35M	Buy	26,398 +2,359	+10%	+$120K	0.59%	25
2024 Q1	$1.24M	Buy	24,039 +6,253	+35%	+$321K	0.56%	26
2023 Q4	$925K	Buy	+17,786	New	+$879K	0.45%	31

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

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Private Wealth Management Group's IGIB Position: Q3 2026 in Review

Private Wealth Management Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.9% in Q3 2026, buying an estimated $129K and bringing the position to 53,287 shares worth $2.68M. The position accounts for 0.6% of the portfolio, ranked #27.

Private Wealth Management Group first reported a position in IGIB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q4 2025. 304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Private Wealth Management Group held 53,287 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.68M as of Q3 2026.
Private Wealth Management Group bought 2,477 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $129K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.6% of Private Wealth Management Group's portfolio in Q3 2026, its #27 holding.
Private Wealth Management Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.84M in Q4 2025.
304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.