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

TME Financial’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 Q1	–	Sell	-3,845	Closed	-$207K	–	66
2025 Q4	$207K	Sell	3,845 -312	-8%	-$16.9K	0.15%	67
2025 Q3	$225K	Buy	4,157 +47	+1%	+$2.51K	0.17%	66
2025 Q2	$219K	Buy	4,110 +46	+1%	+$2.4K	0.18%	67
2025 Q1	$213K	Buy	4,064 +51	+1%	+$2.65K	0.19%	68
2024 Q4	$216K	Buy	+4,013	New	+$210K	0.2%	62

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

TME Financial's IGIB Position: Q1 2026 in Review

TME Financial sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 3,845 shares — an estimated $207K sold.

TME Financial first reported a position in IGIB in Q4 2024 and held it in 5 quarters. The position peaked at $225K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

TME Financial reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
TME Financial sold 3,845 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $207K.
TME Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
TME Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $225K in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TME Financial's 13F filing for Q1 2026, filed 12 May 2026.