Wealth Enhancement Trust Services’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Wealth Enhancement Trust 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 Q2	$1.75M	Buy	32,983 +2,370	+8%	+$126K	0.19%	105
2026 Q1	$1.63M	Buy	30,613 +329	+1%	+$17.7K	0.2%	105
2025 Q4	$1.63M	Buy	+30,284	New	+$1.64M	0.21%	93

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Wealth Enhancement Trust Services's IGIB Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.7% in Q2 2026, buying an estimated $126K and bringing the position to 32,983 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #105.

Wealth Enhancement Trust Services first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Wealth Enhancement Trust Services held 32,983 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.75M as of Q2 2026.
Wealth Enhancement Trust Services bought 2,370 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $126K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.19% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #105 holding.
Wealth Enhancement Trust Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
573 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.