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Albion Financial Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Albion Financial Group’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
Q1 		$107K Sell
2,017
-800
-28% -$43.1K 0.01% 206
2025
Q4 		$152K Hold
2,817
– – 0.01% 185
2025
Q3 		$152K Hold
2,817
– – 0.01% 183
2025
Q2 		$150K Hold
2,817
– – 0.01% 181
2025
Q1 		$148K Hold
2,817
– – 0.01% 191
2024
Q4 		$145K Sell
2,817
-1,000
-26% -$52.4K 0.01% 189
2024
Q3 		$205K Sell
3,817
-480,652
-99% -$25.3M 0.01% 175
2024
Q2 		$24.8M Buy
484,469
+19,279
+4% +$982K 1.87% 14
2024
Q1 		$24M Buy
465,190
+19,037
+4% +$978K 1.85% 14
2023
Q4 		$23.2M Buy
446,153
+30,142
+7% +$1.49M 1.91% 12
2023
Q3 		$20.2M Buy
416,011
+57,582
+16% +$2.87M 1.87% 12
2023
Q2 		$18.1M Sell
358,429
-17,422
-5% -$885K 1.59% 15
2023
Q1 		$19.3M Buy
375,851
+24,551
+7% +$1.24M 1.76% 13
2022
Q4 		$17.4M Buy
351,300
+19,105
+6% +$936K 1.68% 17
2022
Q3 		$16M Sell
332,195
-3,812
-1% -$195K 1.66% 16
2022
Q2 		$17.2M Sell
336,007
-9,086
-3% -$474K 1.7% 15
2022
Q1 		$18.9M Buy
345,093
+19,035
+6% +$1.08M 1.61% 15
2021
Q4 		$19.3M Buy
326,058
+85,244
+35% +$5.07M 1.53% 16
2021
Q3 		$14.5M Buy
240,814
+65,967
+38% +$4.01M 1.27% 22
2021
Q2 		$10.6M Buy
+174,847
New +$10.5M 0.92% 30
2020
Q4 		$3.96M Buy
64,176
+54,149
+540% +$3.31M 0.39% 55
2020
Q3 		$610K Buy
+10,027
New +$612K 0.07% 139

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Albion Financial Group's IGIB Position: Q1 2026 in Review

Albion Financial Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 28% in Q1 2026, selling an estimated $43.1K and leaving 2,017 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #206.

Albion Financial Group first reported a position in IGIB in Q3 2020 and has held it in 22 quarters since. The position peaked at $24.8M in Q2 2024. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Albion Financial Group held 2,017 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $107K as of Q1 2026.
  • Albion Financial Group sold 800 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $43.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Albion Financial Group's portfolio in Q1 2026, its #206 holding.
  • Albion Financial Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Albion Financial Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $24.8M in Q2 2024.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.