ACA
IGIB icon

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

Aptus 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 		$54.5K Sell
1,025
-963
-48% -$51.2K ﹤0.01% 1370
2026
Q1 		$106K Buy
1,988
+971
+95% +$52.3K ﹤0.01% 1139
2025
Q4 		$54.8K Sell
1,017
-273
-21% -$14.8K ﹤0.01% 1281
2025
Q3 		$69.8K Buy
1,290
+190
+17% +$10.2K ﹤0.01% 1185
2025
Q2 		$58.6K Hold
1,100
– – ﹤0.01% 1163
2025
Q1 		$57.8K Sell
1,100
-13
-1% -$675 ﹤0.01% 1088
2024
Q4 		$57.3K Buy
1,113
+168
+18% +$8.8K ﹤0.01% 1087
2024
Q3 		$50.8K Buy
945
+836
+767% +$44.1K ﹤0.01% 936
2024
Q2 		$5.59K Sell
109
-227
-68% -$11.6K ﹤0.01% 1069
2024
Q1 		$17.3K Sell
336
-302
-47% -$15.5K ﹤0.01% 986
2023
Q4 		$33.2K Buy
+638
New +$31.5K ﹤0.01% 714
2023
Q1 		– Sell
-1
Closed -$50 – 837
2022
Q4 		$50 Sell
1
-429
-100% -$21K ﹤0.01% 792
2022
Q3 		$21K Hold
430
– – ﹤0.01% 609
2022
Q2 		$22K Sell
430
-2
-0.5% -$104 ﹤0.01% 531
2022
Q1 		$24K Buy
+432
New +$24.5K ﹤0.01% 554

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's IGIB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 48% in Q2 2026, selling an estimated $51.2K and leaving 1,025 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Aptus Capital Advisors first reported a position in IGIB in Q1 2022 and has held it in 15 quarters since. The position peaked at $106K in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Aptus Capital Advisors held 1,025 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $54.5K as of Q2 2026.
  • Aptus Capital Advisors sold 963 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $51.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1370 holding.
  • Aptus Capital Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Aptus Capital Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $106K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.