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Cary Street Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Cary Street Partners’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 		$1.33M Buy
24,974
+69
+0.3% +$3.67K 0.03% 441
2026
Q1 		$1.33M Buy
24,905
+2,573
+12% +$138K 0.03% 392
2025
Q4 		$1.2M Buy
22,332
+3,636
+19% +$197K 0.03% 407
2025
Q3 		$1.01M Sell
18,696
-60
-0.3% -$3.21K 0.03% 418
2025
Q2 		$1,000K Sell
18,756
-297
-2% -$15.5K 0.03% 413
2025
Q1 		$1M Sell
19,053
-12,519
-40% -$650K 0.03% 391
2024
Q4 		$1.63M Buy
+31,572
New +$1.65M 0.05% 305

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 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Cary Street Partners's IGIB Position: Q2 2026 in Review

Cary Street Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.28% in Q2 2026, buying an estimated $3.67K and bringing the position to 24,974 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #441.

Cary Street Partners first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2024. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Cary Street Partners held 24,974 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.33M as of Q2 2026.
  • Cary Street Partners bought 69 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $3.67K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #441 holding.
  • Cary Street Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.63M in Q4 2024.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.