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

Blue Fin Capital’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	$14.7M	Buy	276,970 +20,696	+8%	+$1.1M	2.13%	10
2026 Q1	$13.6M	Buy	256,274 +21,610	+9%	+$1.16M	2.24%	9
2025 Q4	$12.6M	Buy	234,664 +33,411	+17%	+$1.81M	1.96%	11
2025 Q3	$10.9M	Buy	201,253 +19,923	+11%	+$1.07M	1.71%	13
2025 Q2	$9.66M	Buy	181,330 +7,913	+5%	+$413K	1.65%	13
2025 Q1	$9.11M	Buy	173,417 +17,814	+11%	+$925K	1.77%	12
2024 Q4	$8.02M	Buy	155,603 +16,394	+12%	+$859K	1.48%	15
2024 Q3	$7.48M	Buy	139,209 +33,237	+31%	+$1.75M	1.42%	15
2024 Q2	$5.43M	Buy	105,972 +17,438	+20%	+$888K	1.08%	17
2024 Q1	$4.57M	Buy	88,534 +26,128	+42%	+$1.34M	1.02%	19
2023 Q4	$3.25M	Buy	62,406 +13,261	+27%	+$656K	0.83%	28
2023 Q3	$2.39M	Buy	49,145 +9,225	+23%	+$459K	0.7%	34
2023 Q2	$2.02M	Buy	39,920 +7,481	+23%	+$380K	0.58%	38
2023 Q1	$1.66M	Buy	32,439 +6,738	+26%	+$341K	0.54%	43
2022 Q4	$1.27M	Buy	25,701 +9,611	+60%	+$471K	0.47%	57
2022 Q3	$776K	Buy	16,090 +6,488	+68%	+$332K	0.29%	67
2022 Q2	$490K	Buy	+9,602	New	+$501K	0.17%	83

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Fin Capital's IGIB Position: Q2 2026 in Review

Blue Fin Capital increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.1% in Q2 2026, buying an estimated $1.1M and bringing the position to 276,970 shares worth $14.7M. The position accounts for 2.13% of the portfolio, ranked #10.

Blue Fin Capital first reported a position in IGIB in Q2 2022 and has held it in 17 quarters since. 376 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Blue Fin Capital held 276,970 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $14.7M as of Q2 2026.
Blue Fin Capital bought 20,696 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.1M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.13% of Blue Fin Capital's portfolio in Q2 2026, its #10 holding.
Blue Fin Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
376 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.