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

SWMG LLC’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	$341K	Buy	+6,668	New	+$347K	0.07%	90

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

SWMG LLC's IGIB Position: Q3 2026 in Review

SWMG LLC opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2026: 6,668 shares worth $341K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings.

304 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

SWMG LLC held 6,668 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $341K as of Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new SWMG LLC position in Q3 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of SWMG LLC's portfolio in Q3 2026, its #90 holding.
304 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.