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Agate Pass Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Agate Pass Investment Management’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 		$5.34M Buy
100,402
+16,392
+20% +$871K 1.97% 15
2026
Q1 		$4.47M Buy
84,010
+4,387
+6% +$236K 1.75% 15
2025
Q4 		$4.29M Buy
79,623
+7,433
+10% +$402K 1.59% 15
2025
Q3 		$3.9M Buy
72,190
+5,243
+8% +$280K 1.49% 17
2025
Q2 		$3.57M Sell
66,947
-5
-0% -$261 1.47% 18
2025
Q1 		$3.52M Buy
66,952
+2,166
+3% +$113K 1.5% 16
2024
Q4 		$3.34M Buy
64,786
+909
+1% +$47.6K 1.51% 18
2024
Q3 		$3.43M Buy
63,877
+815
+1% +$43K 1.71% 19
2024
Q2 		$3.23M Buy
63,062
+1,354
+2% +$68.9K 1.72% 16
2024
Q1 		$3.18M Buy
61,708
+5,926
+11% +$305K 1.71% 19
2023
Q4 		$2.9M Sell
55,782
-1,077
-2% -$53.2K 1.68% 17
2023
Q3 		$2.77M Buy
56,859
+2,761
+5% +$137K 1.87% 15
2023
Q2 		$2.74M Buy
54,098
+350
+0.7% +$17.8K 1.66% 20
2023
Q1 		$2.76M Sell
53,748
-4,868
-8% -$247K 1.8% 15
2022
Q4 		$2.9M Sell
58,616
-7,186
-11% -$352K 2.05% 13
2022
Q3 		$3.18M Sell
65,802
-3,095
-4% -$158K 2.42% 11
2022
Q2 		$3.52M Sell
68,897
-20,408
-23% -$1.06M 2.48% 9
2022
Q1 		$4.9M Buy
89,305
+315
+0.4% +$17.9K 3.06% 9
2021
Q4 		$5.27M Buy
+88,990
New +$5.3M 3.28% 9

Other funds holding IGIB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Agate Pass Investment Management's IGIB Position: Q2 2026 in Review

Agate Pass Investment Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 20% in Q2 2026, buying an estimated $871K and bringing the position to 100,402 shares worth $5.34M. The position accounts for 1.97% of the portfolio, ranked #15.

Agate Pass Investment Management first reported a position in IGIB in Q4 2021 and has held it in 19 quarters since. 151 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Agate Pass Investment Management held 100,402 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.34M as of Q2 2026.
  • Agate Pass Investment Management bought 16,392 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $871K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.97% of Agate Pass Investment Management's portfolio in Q2 2026, its #15 holding.
  • Agate Pass Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.