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

Birchbrook’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 		$25.6M Buy
481,354
+15,077
+3% +$801K 12.01% 2
2026
Q1 		$24.8M Buy
466,277
+35,629
+8% +$1.92M 12.17% 2
2025
Q4 		$23.2M Buy
430,648
+27,621
+7% +$1.49M 11.57% 2
2025
Q3 		$21.8M Buy
403,027
+32,876
+9% +$1.76M 11.27% 2
2025
Q2 		$19.7M Buy
370,151
+15,238
+4% +$795K 10.57% 2
2025
Q1 		$18.6M Buy
354,913
+28,084
+9% +$1.46M 10.47% 2
2024
Q4 		$16.8M Buy
326,829
+7,192
+2% +$377K 9.57% 2
2024
Q3 		$17.2M Buy
319,637
+5,145
+2% +$271K 9.52% 2
2024
Q2 		$16.1M Buy
314,492
+3,721
+1% +$189K 9.67% 2
2024
Q1 		$16M Buy
310,771
+53,096
+21% +$2.73M 9.54% 2
2023
Q4 		$13.4M Buy
+257,675
New +$12.7M 8.83% 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
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

Birchbrook's IGIB Position: Q2 2026 in Review

Birchbrook increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.2% in Q2 2026, buying an estimated $801K and bringing the position to 481,354 shares worth $25.6M. The position accounts for 12.01% of the portfolio, ranked #2.

Birchbrook first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Birchbrook held 481,354 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $25.6M as of Q2 2026.
  • Birchbrook bought 15,077 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $801K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 12.01% of Birchbrook's portfolio in Q2 2026, its #2 holding.
  • Birchbrook first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.