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

Channel Wealth’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	-8,829	Closed	-$476K	–	180
2025 Q4	$476K	Hold	8,829	–	–	0.12%	97
2025 Q3	$478K	Buy	8,829 +84	+1%	+$4.49K	0.13%	96
2025 Q2	$466K	Hold	8,745	–	–	0.13%	100
2025 Q1	$459K	Sell	8,745 -89	-1%	-$4.62K	0.14%	100
2024 Q4	$455K	Buy	8,834 +73	+0.8%	+$3.82K	0.15%	98
2024 Q3	$471K	Sell	8,761 -271	-3%	-$14.3K	0.16%	93
2024 Q2	$463K	Buy	9,032 +246	+3%	+$12.5K	0.17%	95
2024 Q1	$453K	Buy	+8,786	New	+$452K	0.18%	92

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 22.96% 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

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

Channel Wealth's IGIB Position: Q1 2026 in Review

Channel Wealth sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 8,829 shares — an estimated $476K sold.

Channel Wealth first reported a position in IGIB in Q1 2024 and held it in 8 quarters. The position peaked at $478K in Q3 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Channel Wealth reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Channel Wealth sold 8,829 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $476K.
Channel Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Channel Wealth's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $478K in Q3 2025.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.