Barrett & Company’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Barrett & Company’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	$5.74K	Hold	108	–	–	﹤0.01%	544
2026 Q1	$5.75K	Hold	108	–	–	﹤0.01%	507
2025 Q4	$5.82K	Hold	108	–	–	﹤0.01%	515
2025 Q3	$5.84K	Hold	108	–	–	﹤0.01%	514
2025 Q2	$5.75K	Hold	108	–	–	﹤0.01%	521
2025 Q1	$5.67K	Hold	108	–	–	﹤0.01%	485
2024 Q4	$5.56K	Hold	108	–	–	﹤0.01%	482
2024 Q3	$5.8K	Buy	+108	New	+$5.7K	﹤0.01%	473

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

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

Barrett & Company's IGIB Position: Q2 2026 in Review

Barrett & Company held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 108 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Barrett & Company first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.84K in Q3 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Barrett & Company held 108 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.74K as of Q2 2026.
Barrett & Company left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #544 holding.
Barrett & Company first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Barrett & Company's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.84K in Q3 2025.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.