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Charles Schwab Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Charles Schwab Trust’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 		$2.14M Buy
40,219
+2,464
+7% +$131K 0.12% 76
2026
Q1 		$2.01M Buy
37,755
+6,100
+19% +$328K 0.13% 70
2025
Q4 		$1.71M Sell
31,655
-48
-0.2% -$2.6K 0.11% 76
2025
Q3 		$1.71M Sell
31,703
-110
-0.3% -$5.88K 0.12% 80
2025
Q2 		$1.7M Buy
31,813
+5,926
+23% +$309K 0.13% 75
2025
Q1 		$1.36M Buy
25,887
+20,866
+416% +$1.08M 0.11% 76
2024
Q4 		$259K Sell
5,021
-1,867
-27% -$97.8K 0.02% 143
2024
Q3 		$370K Buy
+6,888
New +$363K 0.03% 122

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

Charles Schwab Trust's IGIB Position: Q2 2026 in Review

Charles Schwab Trust increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.5% in Q2 2026, buying an estimated $131K and bringing the position to 40,219 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #76.

Charles Schwab Trust first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Charles Schwab Trust held 40,219 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.14M as of Q2 2026.
  • Charles Schwab Trust bought 2,464 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $131K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.12% of Charles Schwab Trust's portfolio in Q2 2026, its #76 holding.
  • Charles Schwab Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.