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

Bellecapital’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 		$475K Hold
8,936
– – 0.08% 70
2026
Q1 		$476K Sell
8,936
-400
-4% -$21.5K 0.09% 75
2025
Q4 		$503K Hold
9,336
– – 0.09% 75
2025
Q3 		$505K Hold
9,336
– – 0.08% 75
2025
Q2 		$498K Buy
9,336
+400
+4% +$20.9K 0.09% 77
2025
Q1 		$469K Buy
8,936
+681
+8% +$35.4K 0.09% 77
2024
Q4 		$425K Hold
8,255
– – 0.08% 92
2024
Q3 		$443K Hold
8,255
– – 0.09% 98
2024
Q2 		$423K Sell
8,255
-4,490
-35% -$229K 0.09% 108
2024
Q1 		$658K Hold
12,745
– – 0.14% 89
2023
Q4 		$663K Sell
12,745
-19,234
-60% -$951K 0.15% 85
2023
Q3 		$1.56M Buy
31,979
+2,849
+10% +$142K 0.39% 52
2023
Q2 		$1.47M Buy
+29,130
New +$1.48M 0.36% 53

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

Bellecapital's IGIB Position: Q2 2026 in Review

Bellecapital held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 8,936 shares worth $475K. The position accounts for 0.08% of the portfolio, ranked #70.

Bellecapital first reported a position in IGIB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.56M in Q3 2023. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Bellecapital held 8,936 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $475K as of Q2 2026.
  • Bellecapital 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 0.08% of Bellecapital's portfolio in Q2 2026, its #70 holding.
  • Bellecapital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Bellecapital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.56M in Q3 2023.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.