BB
IGIB icon

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

Berkshire Bank’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
-4,867
Closed -$262K – 161
2025
Q4 		$262K Hold
4,867
– – 0.05% 139
2025
Q3 		$263K Hold
4,867
– – 0.06% 145
2025
Q2 		$259K Hold
4,867
– – 0.06% 144
2025
Q1 		$256K Hold
4,867
– – 0.06% 144
2024
Q4 		$251K Hold
4,867
– – 0.06% 139
2024
Q3 		$261K Hold
4,867
– – 0.06% 136
2024
Q2 		$249K Sell
4,867
-862
-15% -$43.9K 0.06% 128
2024
Q1 		$296K Hold
5,729
– – 0.07% 120
2023
Q4 		$298K Sell
5,729
-375
-6% -$18.5K 0.08% 120
2023
Q3 		$297K Sell
6,104
-1,673
-22% -$83.3K 0.09% 117
2023
Q2 		$393K Sell
7,777
-3,506
-31% -$178K 0.11% 105
2023
Q1 		$579K Sell
11,283
-6,802
-38% -$345K 0.17% 86
2022
Q4 		$895K Sell
18,085
-43,678
-71% -$2.14M 0.27% 69
2022
Q3 		$2.98M Sell
61,763
-13,415
-18% -$686K 0.91% 30
2022
Q2 		$3.84M Sell
75,178
-318,235
-81% -$16.6M 1.12% 23
2022
Q1 		$21.6M Sell
393,413
-27,053
-6% -$1.53M 5.13% 2
2021
Q4 		$24.9M Buy
420,466
+18,880
+5% +$1.12M 5.52% 2
2021
Q3 		$24.1M Buy
401,586
+2,592
+0.6% +$157K 5.88% 2
2021
Q2 		$24.1M Sell
398,994
-13,809
-3% -$827K 5.83% 2
2021
Q1 		$24.4M Sell
412,803
-857
-0.2% -$51.8K 6.14% 2
2020
Q4 		$25.6M Buy
413,660
+47,630
+13% +$2.91M 6.37% 2
2020
Q3 		$22.3M Buy
+366,030
New +$22.3M 5.91% 2

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
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Berkshire Bank's IGIB Position: Q1 2026 in Review

Berkshire Bank sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 4,867 shares — an estimated $262K sold.

Berkshire Bank first reported a position in IGIB in Q3 2020 and held it in 22 quarters. The position peaked at $25.6M in Q4 2020. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Berkshire Bank reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Berkshire Bank sold 4,867 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $262K.
  • Berkshire Bank first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2020 and held it in 22 quarters.
  • Berkshire Bank's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $25.6M in Q4 2020.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Berkshire Bank's 13F filing for Q1 2026, filed 28 Apr 2026.