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

Augustine Asset 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	–	Sell	-4,650	Closed	-$251K	–	116
2025 Q4	$251K	Buy	+4,650	New	+$251K	0.05%	96
2022 Q1	–	Sell	-4,642	Closed	-$275K	–	100
2021 Q4	$275K	Buy	4,642 +1,002	+28%	+$59.6K	0.13%	81
2021 Q3	$219K	Buy	3,640 +143	+4%	+$8.69K	0.12%	85
2021 Q2	$212K	Buy	+3,497	New	+$209K	0.11%	84

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

Augustine Asset Management's IGIB Position: Q1 2026 in Review

Augustine Asset Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 4,650 shares — an estimated $251K sold.

Augustine Asset Management first reported a position in IGIB in Q2 2021 and held it in 4 quarters. The position peaked at $275K in Q4 2021. 708 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Augustine Asset Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Augustine Asset Management sold 4,650 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $251K.
Augustine Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
Augustine Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $275K in Q4 2021.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Augustine Asset Management's 13F filing for Q1 2026, filed 13 Apr 2026.