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

Boltwood Capital Management’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 		$1.29M Buy
24,231
+323
+1% +$17.2K 0.3% 76
2026
Q1 		$1.27M Sell
23,908
-630
-3% -$33.9K 0.32% 72
2025
Q4 		$1.32M Buy
24,538
+635
+3% +$34.3K 0.34% 69
2025
Q3 		$1.29M Buy
23,903
+513
+2% +$27.4K 0.34% 69
2025
Q2 		$1.25M Sell
23,390
-55
-0.2% -$2.87K 0.35% 68
2025
Q1 		$1.23M Sell
23,445
-22
-0.1% -$1.14K 0.37% 66
2024
Q4 		$1.21M Buy
23,467
+185
+0.8% +$9.69K 0.37% 66
2024
Q3 		$1.25M Buy
23,282
+1,212
+5% +$63.9K 0.37% 66
2024
Q2 		$1.13M Buy
22,070
+2,365
+12% +$120K 0.35% 68
2024
Q1 		$1.02M Buy
19,705
+430
+2% +$22.1K 0.32% 75
2023
Q4 		$1M Buy
19,275
+1,666
+9% +$82.4K 0.33% 75
2023
Q3 		$857K Buy
17,609
+559
+3% +$27.8K 0.32% 77
2023
Q2 		$862K Buy
17,050
+1,005
+6% +$51.1K 0.31% 81
2023
Q1 		$823K Buy
16,045
+445
+3% +$22.5K 0.31% 82
2022
Q4 		$772K Sell
15,600
-3,715
-19% -$182K 0.31% 78
2022
Q3 		$933K Buy
19,315
+115
+0.6% +$5.88K 0.43% 66
2022
Q2 		$980K Buy
19,200
+8,466
+79% +$441K 0.42% 68
2022
Q1 		$589K Buy
10,734
+1,870
+21% +$106K 0.23% 105
2021
Q4 		$525K Buy
8,864
+2,514
+40% +$150K 0.19% 108
2021
Q3 		$381K Buy
6,350
+1,500
+31% +$91.1K 0.15% 124
2021
Q2 		$294K Hold
4,850
– – 0.12% 137
2021
Q1 		$287K Hold
4,850
– – 0.13% 132
2020
Q4 		$300K Hold
4,850
– – 0.15% 125
2020
Q3 		$295K Sell
4,850
-1,140
-19% -$69.5K 0.16% 123
2020
Q2 		$362K Hold
5,990
– – 0.22% 101
2020
Q1 		$329K Buy
5,990
+850
+17% +$49.1K 0.23% 105
2019
Q4 		$298K Hold
5,140
– – 0.17% 121
2019
Q3 		$298K Hold
5,140
– – 0.19% 116
2019
Q2 		$293K Hold
5,140
– – 0.19% 116
2019
Q1 		$283K Hold
5,140
– – 0.18% 118
2018
Q4 		$269K Hold
5,140
– – 0.18% 110
2018
Q3 		$272K Sell
5,140
-6,200
-55% -$330K 0.16% 121
2018
Q2 		$602K Sell
11,340
-4,400
-28% -$234K 0.39% 84
2018
Q1 		$843K Buy
15,740
+1,600
+11% +$86.2K 0.58% 56
2017
Q4 		$772K Hold
14,140
– – 0.47% 62
2017
Q3 		$778K Sell
14,140
-580
-4% -$31.9K 0.51% 65
2017
Q2 		$807K Hold
14,720
– – 0.55% 64
2017
Q1 		$801K Hold
14,720
– – 0.56% 63
2016
Q4 		$796K Hold
14,720
– – 0.61% 55
2016
Q3 		$819K Buy
14,720
+140
+1% +$7.79K 0.66% 53
2016
Q2 		$811K Hold
14,580
– – 0.67% 51
2016
Q1 		$800K Hold
14,580
– – 0.7% 49
2015
Q4 		$782K Buy
+14,580
New +$789K 0.72% 45

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

Boltwood Capital Management's IGIB Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 24,231 shares worth $1.29M. The position accounts for 0.3% of the portfolio, ranked #76.

Boltwood Capital Management first reported a position in IGIB in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.32M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Boltwood Capital Management held 24,231 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.29M as of Q2 2026.
  • Boltwood Capital Management bought 323 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $17.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.3% of Boltwood Capital Management's portfolio in Q2 2026, its #76 holding.
  • Boltwood Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 43 quarters since.
  • Boltwood Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.32M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.