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

Calamos Wealth 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
Q1 		$1.64M Sell
30,825
-2,104
-6% -$113K 0.06% 157
2025
Q4 		$1.77M Hold
32,929
– – 0.06% 140
2025
Q3 		$1.78M Sell
32,929
-36
-0.1% -$1.93K 0.06% 139
2025
Q2 		$1.76M Buy
32,965
+113
+0.3% +$5.9K 0.07% 124
2025
Q1 		$1.73M Sell
32,852
-18,025
-35% -$936K 0.09% 109
2024
Q4 		$2.62M Buy
50,877
+19,914
+64% +$1.04M 0.13% 88
2024
Q3 		$1.66M Sell
30,963
-7,551
-20% -$398K 0.09% 116
2024
Q2 		$1.97M Sell
38,514
-12,702
-25% -$647K 0.11% 101
2024
Q1 		$2.64M Sell
51,216
-195,244
-79% -$10M 0.15% 95
2023
Q4 		$12.8M Buy
246,460
+202,187
+457% +$10M 0.81% 28
2023
Q3 		$2.15M Buy
44,273
+3,712
+9% +$185K 0.16% 88
2023
Q2 		$2.05M Sell
40,561
-4,290
-10% -$218K 0.15% 99
2023
Q1 		$2.3M Sell
44,851
-135,609
-75% -$6.87M 0.18% 94
2022
Q4 		$8.93M Buy
180,460
+144,995
+409% +$7.11M 0.69% 39
2022
Q3 		$1.71M Buy
35,465
+2,663
+8% +$136K 0.15% 102
2022
Q2 		$1.68M Sell
32,802
-5,474
-14% -$285K 0.15% 106
2022
Q1 		$2.1M Buy
38,276
+4,784
+14% +$271K 0.16% 105
2021
Q4 		$1.99M Hold
33,492
– – 0.15% 110
2021
Q3 		$2.01M Sell
33,492
-241
-0.7% -$14.6K 0.16% 105
2021
Q2 		$2.04M Buy
33,733
+2,124
+7% +$127K 0.16% 106
2021
Q1 		$1.87M Buy
31,609
+639
+2% +$38.7K 0.15% 111
2020
Q4 		$1.91M Buy
30,970
+11,266
+57% +$689K 0.17% 88
2020
Q3 		$1.2M Sell
19,704
-546
-3% -$33.3K 0.14% 101
2020
Q2 		$1.22M Buy
20,250
+4,680
+30% +$273K 0.15% 94
2020
Q1 		$855K Sell
15,570
-7,538
-33% -$435K 0.13% 109
2019
Q4 		$1.34M Buy
23,108
+2,270
+11% +$131K 0.16% 100
2019
Q3 		$1.21M Hold
20,838
– – 0.16% 100
2019
Q2 		$1.19M Buy
20,838
+5,621
+37% +$312K 0.16% 99
2019
Q1 		$839K Sell
15,217
-4,860
-24% -$261K 0.12% 134
2018
Q4 		$1.05M Buy
20,077
+8,175
+69% +$428K 0.16% 108
2018
Q3 		$632K Buy
11,902
+42
+0.4% +$2.24K 0.08% 146
2018
Q2 		$630K Sell
11,860
-82,288
-87% -$4.38M 0.08% 142
2018
Q1 		$5.05M Sell
94,148
-3,898
-4% -$210K 0.63% 58
2017
Q4 		$5.35M Buy
98,046
+2,528
+3% +$139K 0.69% 51
2017
Q3 		$5.26M Buy
95,518
+9,364
+11% +$516K 0.73% 43
2017
Q2 		$4.73M Buy
86,154
+3,230
+4% +$177K 0.67% 44
2017
Q1 		$4.52M Buy
+82,924
New +$4.5M 0.68% 45

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T 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 $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Calamos Wealth Management's IGIB Position: Q1 2026 in Review

Calamos Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.4% in Q1 2026, selling an estimated $113K and leaving 30,825 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #157.

Calamos Wealth Management first reported a position in IGIB in Q1 2017 and has held it in 37 quarters since. The position peaked at $12.8M in Q4 2023. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Calamos Wealth Management held 30,825 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.64M as of Q1 2026.
  • Calamos Wealth Management sold 2,104 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $113K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Calamos Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Calamos Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Calamos Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.8M in Q4 2023.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.