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

Biltmore Family Office’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	–	Sell	-2,000	Closed	-$106K	–	336
2026 Q1	$106K	Hold	2,000	–	–	0.01%	256
2025 Q4	$108K	Buy	+2,000	New	+$108K	0.01%	245
2023 Q4	–	Sell	-2,180	Closed	-$106K	–	239
2023 Q3	$106K	Hold	2,180	–	–	0.02%	188
2023 Q2	$110K	Hold	2,180	–	–	0.02%	185
2023 Q1	$112K	Buy	+2,180	New	+$110K	0.02%	226
2021 Q3	–	Sell	-200	Closed	-$12K	–	216
2021 Q2	$12K	Hold	200	–	–	﹤0.01%	180
2021 Q1	$12K	Sell	200 -100	-33%	-$6.05K	﹤0.01%	171
2020 Q4	$19K	Hold	300	–	–	0.01%	171
2020 Q3	$18K	Sell	300 -28	-9%	-$1.71K	0.01%	154
2020 Q2	$20K	Hold	328	–	–	0.01%	165
2020 Q1	$18K	Buy	+328	New	+$18.9K	0.01%	159

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

Biltmore Family Office's IGIB Position: Q2 2026 in Review

Biltmore Family Office sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 2,000 shares — an estimated $106K sold.

Biltmore Family Office first reported a position in IGIB in Q1 2020 and held it in 11 quarters. The position peaked at $112K in Q1 2023. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Biltmore Family Office reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Biltmore Family Office sold 2,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $106K.
Biltmore Family Office first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
Biltmore Family Office's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $112K in Q1 2023.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.