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

Capital Investment Advisory Services’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	$106K	Buy	1,991 +595	+43%	+$31.6K	0.01%	803
2026 Q1	$74.3K	Sell	1,396 -770	-36%	-$41.4K	0.01%	780
2025 Q4	$117K	Sell	2,166 -1,556	-42%	-$84.1K	0.01%	683
2025 Q3	$201K	Buy	3,722 +33	+0.9%	+$1.76K	0.02%	581
2025 Q2	$197K	Buy	3,689 +13	+0.4%	+$678	0.02%	566
2025 Q1	$193K	Buy	3,676 +8	+0.2%	+$416	0.02%	543
2024 Q4	$189K	Buy	3,668 +15	+0.4%	+$786	0.02%	495
2024 Q3	$196K	Buy	3,653 +3,567	+4,148%	+$188K	0.02%	504
2024 Q2	$4.41K	Hold	86	–	–	﹤0.01%	879
2024 Q1	$4.44K	Hold	86	–	–	﹤0.01%	876
2023 Q4	$4.47K	Buy	86 +14	+19%	+$692	﹤0.01%	893
2023 Q3	$3.5K	Hold	72	–	–	﹤0.01%	875
2023 Q2	$3.64K	Hold	72	–	–	﹤0.01%	822
2023 Q1	$3.69K	Buy	+72	New	+$3.65K	﹤0.01%	813
2022 Q4	–	Sell	-72	Closed	-$3K	–	839
2022 Q3	$3K	Sell	72 -122	-63%	-$6.24K	﹤0.01%	761
2022 Q2	$10K	Hold	194	–	–	﹤0.01%	716
2022 Q1	$11K	Hold	194	–	–	﹤0.01%	735
2021 Q4	$11K	Hold	194	–	–	﹤0.01%	722
2021 Q3	$12K	Hold	194	–	–	﹤0.01%	671
2021 Q2	$12K	Sell	194 -100	-34%	-$5.99K	﹤0.01%	696
2021 Q1	$17K	Hold	294	–	–	﹤0.01%	623
2020 Q4	$18K	Buy	294 +42	+17%	+$2.57K	﹤0.01%	583
2020 Q3	$15K	Hold	252	–	–	﹤0.01%	523
2020 Q2	$15K	Hold	252	–	–	﹤0.01%	460
2020 Q1	$14K	Hold	252	–	–	﹤0.01%	451
2019 Q4	$15K	Sell	252 -403	-62%	-$23.3K	﹤0.01%	459
2019 Q3	$38K	Hold	655	–	–	0.01%	626
2019 Q2	$37K	Buy	655 +255	+64%	+$14.1K	0.01%	619
2019 Q1	$22K	Hold	400	–	–	0.01%	656
2018 Q4	$21K	Buy	+400	New	+$20.9K	0.01%	627

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 Advisory Services's IGIB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 43% in Q2 2026, buying an estimated $31.6K and bringing the position to 1,991 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #803.

Capital Investment Advisory Services first reported a position in IGIB in Q4 2018 and has held it in 30 quarters since. The position peaked at $201K in Q3 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Capital Investment Advisory Services held 1,991 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $106K as of Q2 2026.
Capital Investment Advisory Services bought 595 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $31.6K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #803 holding.
Capital Investment Advisory Services first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $201K 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 Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.