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

Ownership history in DMC Group, LLC · 14 quarters on record

This page tracks every 13F SEC filing in which DMC Group, LLC 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

2.73% (2025 Q2)

Avg. % of fund

1.95%

First filed

2021 Q4

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	66,121	+1,193	+1.8%	2.38%	$3.6M	$53.46
2025 Q3	REDUCED	64,928	-896	-1.4%	2.43%	$3.5M	$52.83
2025 Q2	ADDED	65,824	+2,204	+3.5%	2.73%	$3.5M	$51.45
2025 Q1	ADDED	63,620	+729	+1.2%	2.72%	$3.3M	$50.12

% 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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