Capital Investment Counsel (Colorado)’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Capital Investment Counsel (Colorado)’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	$2.33M	Buy	43,788 +1,236	+3%	+$65.7K	0.29%	82
2026 Q1	$2.26M	Buy	42,552 +2,792	+7%	+$150K	0.31%	83
2025 Q4	$2.14M	Buy	39,760 +4,087	+11%	+$221K	0.3%	84
2025 Q3	$1.93M	Buy	35,673 +3,634	+11%	+$194K	0.28%	82
2025 Q2	$1.71M	Buy	32,039 +3,469	+12%	+$181K	0.26%	83
2025 Q1	$1.5M	Buy	28,570 +1,108	+4%	+$57.6K	0.25%	83
2024 Q4	$1.41M	Buy	27,462 +3,352	+14%	+$176K	0.24%	84
2024 Q3	$1.3M	Buy	24,110 +9,212	+62%	+$486K	0.22%	81
2024 Q2	$764K	Buy	14,898 +2,637	+22%	+$134K	0.15%	93
2024 Q1	$633K	Buy	12,261 +5,224	+74%	+$268K	0.14%	92
2023 Q4	$366K	Buy	+7,037	New	+$348K	0.14%	95

Other funds holding IGIB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s IGIB Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.9% in Q2 2026, buying an estimated $65.7K and bringing the position to 43,788 shares worth $2.33M. The position accounts for 0.29% of the portfolio, ranked #82.

Capital Investment Counsel (Colorado) first reported a position in IGIB in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Capital Investment Counsel (Colorado) held 43,788 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.33M as of Q2 2026.
Capital Investment Counsel (Colorado) bought 1,236 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $65.7K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.29% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #82 holding.
Capital Investment Counsel (Colorado) first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
469 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.