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

Capstone 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
Q1 		– Sell
-327,501
Closed -$17.6M – 1713
2025
Q4 		$17.6M Buy
327,501
+53,900
+20% +$2.91M 0.03% 185
2025
Q3 		$14.8M Sell
273,601
-61,200
-18% -$3.27M 0.03% 252
2025
Q2 		$17.8M Buy
334,801
+259,200
+343% +$13.5M 0.04% 161
2025
Q1 		$3.97M Buy
+75,601
New +$3.93M 0.01% 518
2024
Q4 		– Sell
-166,601
Closed -$8.95M – 1919
2024
Q3 		$8.95M Buy
166,601
+17,200
+12% +$907K 0.03% 322
2024
Q2 		$7.66M Sell
149,401
-167,200
-53% -$8.51M 0.02% 355
2024
Q1 		$16.3M Buy
316,601
+27,900
+10% +$1.43M 0.06% 208
2023
Q4 		$15M Buy
+288,701
New +$14.3M 0.05% 262
2021
Q3 		– Sell
-137,700
Closed -$8.33M – 2034
2021
Q2 		$8.33M Buy
+137,700
New +$8.24M 0.02% 583
2021
Q1 		– Sell
-43,425
Closed -$2.68M – 1807
2020
Q4 		$2.68M Sell
43,425
-5,594
-11% -$342K 0.01% 791
2020
Q3 		$2.98M Sell
49,019
-9,258
-16% -$565K 0.02% 677
2020
Q2 		$3.52M Buy
+58,277
New +$3.4M 0.02% 531

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Capstone Investment Advisors's IGIB Position: Q1 2026 in Review

Capstone Investment Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 327,501 shares — an estimated $17.6M sold.

Capstone Investment Advisors first reported a position in IGIB in Q2 2020 and held it in 12 quarters. The position peaked at $17.8M in Q2 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Capstone Investment Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 327,501 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $17.6M.
  • Capstone Investment Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and held it in 12 quarters.
  • Capstone Investment Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17.8M in Q2 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.