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
2026 Q2	$209K	Buy	+3,934	New	+$209K	﹤0.01%	748
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 $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Investment Advisors's IGIB Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 3,934 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in IGIB as recently as Q3 2025.

Capital Investment Advisors first reported a position in IGIB in Q4 2024 and has held it in 4 quarters since. The position peaked at $234K in Q3 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Capital Investment Advisors held 3,934 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $209K as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Capital Investment Advisors position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #748 holding.
Capital Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Capital Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $234K in Q3 2025.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.