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

Ownership history in Klaas Financial Asset Advisors, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Klaas Financial Asset Advisors, 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
16.86% (2021 Q1)
Avg. % of fund
15.03%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,680,245 +67,993 +4.2% 13.13% $90.5M $53.46
2025 Q3 ADDED 1,612,252 +55,046 +3.5% 13.09% $87.2M $52.83
2025 Q2 ADDED 1,557,206 +22,710 +1.5% 13.13% $83.0M $51.45
2025 Q1 ADDED 1,534,496 +21,240 +1.4% 13.89% $80.6M $50.12
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Charter Oak Capital Management, LLC 3Y 6.28%
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