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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
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

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
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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 $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return