Annis Gardner Whiting Capital Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-3,795	Closed	-$202K	–	774
2026 Q1	$202K	Buy	3,795 +317	+9%	+$17.1K	0.03%	309
2025 Q4	$187K	Sell	3,478 -50	-1%	-$2.7K	0.04%	296
2025 Q3	$191K	Buy	3,528 +2,658	+306%	+$142K	0.04%	275
2025 Q2	$46.4K	Buy	+870	New	+$45.4K	0.02%	432

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 22.9% 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

Annis Gardner Whiting Capital Advisors's IGIB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 3,795 shares — an estimated $202K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IGIB in Q2 2025 and held it in 4 quarters. The position peaked at $202K in Q1 2026. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 3,795 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $202K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $202K in Q1 2026.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.