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

Blue Trust Inc’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 		$3.83M Sell
71,954
-10,562
-13% -$561K 0.04% 125
2026
Q1 		$4.39M Buy
82,516
+11,662
+16% +$628K 0.05% 110
2025
Q4 		$3.82M Buy
70,854
+1,094
+2% +$59.1K 0.04% 122
2025
Q3 		$3.77M Buy
69,760
+13,931
+25% +$745K 0.04% 122
2025
Q2 		$2.98M Sell
55,829
-2,435
-4% -$127K 0.04% 135
2025
Q1 		$3.06M Sell
58,264
-672
-1% -$34.9K 0.04% 119
2024
Q4 		$3.04M Buy
58,936
+3,844
+7% +$201K 0.04% 117
2024
Q3 		$2.82M Buy
55,092
+341
+0.6% +$18K 0.04% 120
2024
Q2 		$2.83M Buy
+54,751
New +$2.79M 0.04% 104
2022
Q3 		– Sell
-2,245
Closed -$123K – 2200
2022
Q2 		$123K Buy
+2,245
New +$117K ﹤0.01% 436

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

Blue Trust Inc's IGIB Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, selling an estimated $561K and leaving 71,954 shares worth $3.83M. The position accounts for 0.04% of the portfolio, ranked #125.

Blue Trust Inc first reported a position in IGIB in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.39M in Q1 2026. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Blue Trust Inc held 71,954 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.83M as of Q2 2026.
  • Blue Trust Inc sold 10,562 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $561K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Blue Trust Inc's portfolio in Q2 2026, its #125 holding.
  • Blue Trust Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 10 quarters since.
  • Blue Trust Inc's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.39M in Q1 2026.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.