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Bartlett & Co Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bartlett & Co Wealth 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 		$4.76M Sell
89,454
-5,400
-6% -$291K 0.06% 146
2025
Q4 		$5.11M Sell
94,854
-25,143
-21% -$1.36M 0.07% 140
2025
Q3 		$6.49M Sell
119,997
-3,846
-3% -$206K 0.09% 128
2025
Q2 		$6.6M Buy
123,843
+4,286
+4% +$224K 0.09% 122
2025
Q1 		$6.28M Sell
119,557
-4,131
-3% -$215K 0.09% 126
2024
Q4 		$6.37M Buy
123,688
+2,240
+2% +$117K 0.09% 122
2024
Q3 		$6.52M Sell
121,448
-141
-0.1% -$7.43K 0.09% 123
2024
Q2 		$6.23M Sell
121,589
-4,696
-4% -$239K 0.09% 122
2024
Q1 		$6.52M Sell
126,285
-7,850
-6% -$403K 0.1% 124
2023
Q4 		$6.99M Buy
134,135
+7,415
+6% +$367K 0.11% 119
2023
Q3 		$6.16M Sell
126,720
-12,700
-9% -$632K 0.11% 119
2023
Q2 		$7.05M Sell
139,420
-8,472
-6% -$431K 0.12% 116
2023
Q1 		$7.58M Sell
147,892
-18,397
-11% -$932K 0.15% 111
2022
Q4 		$8.23M Buy
166,289
+71,901
+76% +$3.52M 0.17% 104
2022
Q3 		$4.56M Buy
94,388
+12,274
+15% +$628K 0.1% 131
2022
Q2 		$4.19M Buy
82,114
+45,262
+123% +$2.36M 0.08% 134
2022
Q1 		$2.02M Buy
36,852
+17,358
+89% +$984K 0.04% 176
2021
Q4 		$1.16M Sell
19,494
-1,570
-7% -$93.5K 0.02% 226
2021
Q3 		$1.27M Sell
21,064
-3,275
-13% -$199K 0.02% 195
2021
Q2 		$1.47M Sell
24,339
-8,580
-26% -$514K 0.03% 193
2021
Q1 		$1.95M Buy
32,919
+2,300
+8% +$139K 0.04% 171
2020
Q4 		$1.89M Buy
30,619
+694
+2% +$42.5K 0.04% 171
2020
Q3 		$1.82M Buy
29,925
+2,735
+10% +$167K 0.04% 161
2020
Q2 		$1.64M Sell
27,190
-36
-0.1% -$2.1K 0.04% 164
2020
Q1 		$1.5M Buy
27,226
+2,225
+9% +$128K 0.05% 171
2019
Q4 		$1.45M Sell
25,001
-570
-2% -$33K 0.04% 189
2019
Q3 		$1.48M Buy
25,571
+630
+3% +$36.2K 0.04% 185
2019
Q2 		$1.42M Sell
24,941
-110
-0.4% -$6.1K 0.05% 150
2019
Q1 		$1.38M Buy
25,051
+110
+0.4% +$5.91K 0.05% 149
2018
Q4 		$1.31M Sell
24,941
-3,155
-11% -$165K 0.06% 149
2018
Q3 		$1.49M Sell
28,096
-482
-2% -$25.7K 0.06% 146
2018
Q2 		$1.52M Sell
28,578
-580
-2% -$30.8K 0.06% 141
2018
Q1 		$1.56M Buy
+29,158
New +$1.57M 0.06% 136

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Bartlett & Co Wealth Management's IGIB Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.7% in Q1 2026, selling an estimated $291K and leaving 89,454 shares worth $4.76M. The position accounts for 0.06% of the portfolio, ranked #146.

Bartlett & Co Wealth Management first reported a position in IGIB in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.23M in Q4 2022. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Bartlett & Co Wealth Management held 89,454 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.76M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 5,400 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $291K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $8.23M in Q4 2022.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.