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

Advisory Research’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	$3.07M	Hold	57,761	–	–	0.31%	60
2026 Q1	$3.07M	Hold	57,761	–	–	0.38%	57
2025 Q4	$3.11M	Hold	57,761	–	–	0.39%	50
2025 Q3	$3.12M	Hold	57,761	–	–	0.41%	50
2025 Q2	$3.08M	Hold	57,761	–	–	0.47%	46
2025 Q1	$3.03M	Hold	57,761	–	–	0.53%	45
2024 Q4	$2.98M	Hold	57,761	–	–	0.49%	48
2024 Q3	$3.1M	Buy	57,761 +24,195	+72%	+$1.28M	0.55%	48
2024 Q2	$1.72M	Hold	33,566	–	–	0.32%	75
2024 Q1	$1.73M	Hold	33,566	–	–	0.34%	72
2023 Q4	$1.75M	Hold	33,566	–	–	0.27%	96
2023 Q3	$1.63M	Hold	33,566	–	–	0.23%	128
2023 Q2	$1.7M	Hold	33,566	–	–	0.22%	128
2023 Q1	$1.72M	Sell	33,566 -3,935	-10%	-$199K	0.28%	87
2022 Q4	$1.86M	Hold	37,501	–	–	0.17%	89
2022 Q3	$1.81M	Sell	37,501 -9,679	-21%	-$495K	0.18%	93
2022 Q2	$2.41M	Buy	47,180 +3,310	+8%	+$173K	0.24%	74
2022 Q1	$2.41M	Buy	43,870 +15,930	+57%	+$903K	0.19%	83
2021 Q4	$1.66M	Buy	27,940 +12,670	+83%	+$754K	0.13%	139
2021 Q3	$917K	Hold	15,270	–	–	0.06%	207
2021 Q2	$924K	Hold	15,270	–	–	0.06%	218
2021 Q1	$904K	Sell	15,270 -6,870	-31%	-$416K	0.06%	218
2020 Q4	$1.37M	Buy	22,140 +11,070	+100%	+$677K	0.1%	160
2020 Q3	$673K	Hold	11,070	–	–	0.07%	215
2020 Q2	$668K	Buy	+11,070	New	+$645K	0.06%	217
2020 Q1	–	Sell	-3,580	Closed	-$208K	–	314
2019 Q4	$208K	Sell	3,580 -2,160	-38%	-$125K	0.01%	299
2019 Q3	$332K	Hold	5,740	–	–	0.02%	284
2019 Q2	$327K	Hold	5,740	–	–	0.01%	332
2019 Q1	$317K	Hold	5,740	–	–	0.01%	321
2018 Q4	$301K	Hold	5,740	–	–	0.01%	336
2018 Q3	$305K	Hold	5,740	–	–	0.01%	339
2018 Q2	$305K	Hold	5,740	–	–	﹤0.01%	346
2018 Q1	$308K	Sell	5,740 -8,320	-59%	-$448K	0.01%	348
2017 Q4	$768K	Sell	14,060 -3,292	-19%	-$180K	0.01%	292
2017 Q3	$956K	Sell	17,352 -12,424	-42%	-$684K	0.02%	314
2017 Q2	$1.63M	Buy	29,776 +3,316	+13%	+$182K	0.03%	249
2017 Q1	$1.44M	Buy	26,460 +7,320	+38%	+$397K	0.02%	288
2016 Q4	$1.03M	Sell	19,140 -6,860	-26%	-$375K	0.02%	277
2016 Q3	$1.45M	Sell	26,000 -24,720	-49%	-$1.38M	0.02%	158
2016 Q2	$2.82M	Buy	50,720 +2,420	+5%	+$133K	0.05%	136
2016 Q1	$2.65M	Buy	+48,300	New	+$2.61M	0.05%	137

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 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Advisory Research's IGIB Position: Q2 2026 in Review

Advisory Research held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 57,761 shares worth $3.07M. The position accounts for 0.31% of the portfolio, ranked #60.

Advisory Research first reported a position in IGIB in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.12M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Advisory Research held 57,761 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.07M as of Q2 2026.
Advisory Research left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.31% of Advisory Research's portfolio in Q2 2026, its #60 holding.
Advisory Research first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 41 quarters since.
Advisory Research's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.12M in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.