PW Nova Financial Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

PW Nova Financial Services’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	$2.25M	Buy	44,736 +26,423	+144%	+$1.37M	0.46%	55
2026 Q2	$974K	Buy	18,313 +1,403	+8%	+$74.6K	0.21%	95
2026 Q1	$900K	Buy	16,910 +4,088	+32%	+$220K	0.23%	98
2025 Q4	$691K	Buy	+12,822	New	+$693K	0.26%	70

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

PW Nova Financial Services's IGIB Position: Q3 2026 in Review

PW Nova Financial Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 144% in Q3 2026, buying an estimated $1.37M and bringing the position to 44,736 shares worth $2.25M. The position accounts for 0.46% of the portfolio, ranked #55.

PW Nova Financial Services first reported a position in IGIB in Q4 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

PW Nova Financial Services held 44,736 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.25M as of Q3 2026.
PW Nova Financial Services bought 26,423 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.37M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.46% of PW Nova Financial Services's portfolio in Q3 2026, its #55 holding.
PW Nova Financial Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
209 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.