IGIB — ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

Ownership history in Christopher J. Hasenberg, Inc  ·  1 quarter on record

This page tracks every 13F SEC filing in which Christopher J. Hasenberg, Inc reported a position in ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.0% (2025 Q2)
Avg. % of fund
1.0%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 50,737 — — 1.00% $2.7M $51.45
% of Fund (quarterly)    IGIB price (monthly, adj. close)

Other funds also holding IGIB

As of 2025 Q4 — sorted by position size

Thoma Capital Management LLC 19.39% Klaas Financial Asset Advisors, LLC 3Y 13.13% BCK Partners, Inc. 3Y 11.21% Dodds Wealth, LLC 11.08% Flagstone Financial Management 3Y 10.51% MFA WEALTH ADVISORS, LLC 3Y 7Y 9.08% One Capital Management, LLC 3Y 7Y 8.61% Mendota Financial Group, LLC 3Y 8.18% Mittelman Wealth Management 6.87% Financial Engines Advisors L.L.C. 3Y 7Y 6.45%
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