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

Capital Investment Advisors’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
2025 Q4	–	Sell	-4,328	Closed	-$234K	–	757
2025 Q3	$234K	Buy	+4,328	New	+$231K	﹤0.01%	656
2025 Q2	–	Sell	-4,048	Closed	-$213K	–	716
2025 Q1	$213K	Buy	4,048 +112	+3%	+$5.82K	﹤0.01%	623
2024 Q4	$203K	Buy	+3,936	New	+$206K	﹤0.01%	622

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital Investment Advisors's IGIB Position: Q4 2025 in Review

Capital Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2025, closing a stake of 4,328 shares — an estimated $234K sold.

Capital Investment Advisors first reported a position in IGIB in Q4 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

Capital Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Capital Investment Advisors sold 4,328 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $234K.
Capital Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Capital Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $234K in Q3 2025.
689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Capital Investment Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.