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

Anchor 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 Q1	$1.49K	Hold	28	–	–	﹤0.01%	1004
2025 Q4	$1.5K	Buy	28 +1	+4%	+$54	﹤0.01%	990
2025 Q3	$1.48K	Hold	27	–	–	﹤0.01%	1000
2025 Q2	$1.44K	Buy	+27	New	+$1.41K	﹤0.01%	984
2023 Q4	–	Sell	-160	Closed	-$7.78K	–	976
2023 Q3	$7.78K	Sell	160 -90	-36%	-$4.48K	﹤0.01%	782
2023 Q2	$12.6K	Hold	250	–	–	﹤0.01%	700
2023 Q1	$12.8K	Hold	250	–	–	﹤0.01%	706
2022 Q4	$12.4K	Sell	250 -200	-44%	-$9.8K	﹤0.01%	693
2022 Q3	$21.7K	Hold	450	–	–	﹤0.01%	615
2022 Q2	$23K	Hold	450	–	–	﹤0.01%	630
2022 Q1	$24.7K	Hold	450	–	–	﹤0.01%	636
2021 Q4	$26.7K	Hold	450	–	–	﹤0.01%	656
2021 Q3	$27K	Hold	450	–	–	﹤0.01%	597
2021 Q2	$27.2K	Sell	450 -400	-47%	-$23.9K	﹤0.01%	616
2021 Q1	$50.3K	Hold	850	–	–	0.01%	513
2020 Q4	$52.5K	Hold	850	–	–	0.01%	459
2020 Q3	$51.7K	Hold	850	–	–	0.01%	436
2020 Q2	$51.3K	Hold	850	–	–	0.01%	428
2020 Q1	$46.7K	Hold	850	–	–	0.01%	432
2019 Q4	$49.3K	Sell	850 -78	-8%	-$4.51K	0.01%	463
2019 Q3	$53.8K	Hold	928	–	–	0.01%	443
2019 Q2	$52.9K	Hold	928	–	–	0.01%	444
2019 Q1	$51.2K	Hold	928	–	–	0.01%	436
2018 Q4	$48.6K	Sell	928 -618	-40%	-$32.3K	0.01%	436
2018 Q3	$82.1K	Hold	1,546	–	–	0.02%	407
2018 Q2	$82.1K	Hold	1,546	–	–	0.02%	414
2018 Q1	$82.9K	Hold	1,546	–	–	0.02%	415
2017 Q4	$84.4K	Buy	1,546 +300	+24%	+$16.4K	0.02%	396
2017 Q3	$68.6K	Hold	1,246	–	–	0.02%	413
2017 Q2	$68.4K	Hold	1,246	–	–	0.02%	370
2017 Q1	$67.9K	Hold	1,246	–	–	0.02%	365
2016 Q4	$67.4K	Hold	1,246	–	–	0.03%	354
2016 Q3	$69.4K	Hold	1,246	–	–	0.03%	328
2016 Q2	$69.3K	Hold	1,246	–	–	0.03%	319
2016 Q1	$68.3K	Buy	+1,246	New	+$67.3K	0.03%	313

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Anchor Investment Management's IGIB Position: Q1 2026 in Review

Anchor Investment Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q1 2026 at 28 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Anchor Investment Management first reported a position in IGIB in Q1 2016 and has held it in 35 quarters since. The position peaked at $84.4K in Q4 2017. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Anchor Investment Management held 28 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.49K as of Q1 2026.
Anchor Investment Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q1 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1004 holding.
Anchor Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2016 and has held it in 35 quarters since.
Anchor Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $84.4K in Q4 2017.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.