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

Smith Salley 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 		$19.6M Buy
389,266
+1,455
+0.4% +$75.7K 0.81% 34
2026
Q2 		$20.6M Buy
387,811
+202,143
+109% +$10.7M 0.9% 34
2026
Q1 		$9.9M Buy
185,668
+50,472
+37% +$2.72M 0.5% 55
2025
Q4 		$7.28M Buy
135,196
+2,821
+2% +$152K 0.36% 60
2025
Q3 		$7.16M Buy
132,375
+8,012
+6% +$429K 0.37% 57
2025
Q2 		$6.63M Buy
124,363
+44,516
+56% +$2.32M 0.38% 55
2025
Q1 		$4.19M Buy
79,847
+714
+0.9% +$37.1K 0.27% 64
2024
Q4 		$4.08M Buy
79,133
+1,268
+2% +$66.4K 0.26% 64
2024
Q3 		$4.18M Buy
77,865
+3,370
+5% +$178K 0.27% 66
2024
Q2 		$3.82M Buy
+74,495
New +$3.79M 0.27% 64

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Smith Salley Wealth Management's IGIB Position: Q3 2026 in Review

Smith Salley Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.38% in Q3 2026, buying an estimated $75.7K and bringing the position to 389,266 shares worth $19.6M. The position accounts for 0.81% of the portfolio, ranked #34.

Smith Salley Wealth Management first reported a position in IGIB in Q2 2024 and has held it in 10 quarters since. The position peaked at $20.6M in Q2 2026. 415 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Smith Salley Wealth Management held 389,266 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $19.6M as of Q3 2026.
  • Smith Salley Wealth Management bought 1,455 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $75.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.81% of Smith Salley Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Smith Salley Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Smith Salley Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $20.6M in Q2 2026.
  • 415 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.