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

Semitam Bonam’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	$12M	Buy	238,397 +22,894	+11%	+$1.19M	8.35%	3
2026 Q2	$11.5M	Buy	215,503 +10,794	+5%	+$574K	8.42%	2
2026 Q1	$10.9M	Buy	204,709 +14,498	+8%	+$780K	8.9%	2
2025 Q4	$10.2M	Buy	190,211 +8,228	+5%	+$445K	8.53%	2
2025 Q3	$9.8M	Buy	181,983 +4,654	+3%	+$249K	8.8%	2
2025 Q2	$9.45M	Buy	+177,329	New	+$9.25M	8.9%	2

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

Semitam Bonam's IGIB Position: Q3 2026 in Review

Semitam Bonam increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 11% in Q3 2026, buying an estimated $1.19M and bringing the position to 238,397 shares worth $12M. The position accounts for 8.35% of the portfolio, ranked #3.

Semitam Bonam first reported a position in IGIB in Q2 2025 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Semitam Bonam held 238,397 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12M as of Q3 2026.
Semitam Bonam bought 22,894 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $1.19M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 8.35% of Semitam Bonam's portfolio in Q3 2026, its #3 holding.
Semitam Bonam first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.