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

Charles Schwab’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 		$742M Buy
13,942,612
+1,605,149
+13% +$86.4M 0.11% 148
2025
Q4 		$665M Buy
12,337,463
+615,719
+5% +$33.3M 0.1% 163
2025
Q3 		$634M Buy
11,721,744
+422,703
+4% +$22.6M 0.1% 170
2025
Q2 		$602M Buy
11,299,041
+1,042,723
+10% +$54.4M 0.1% 170
2025
Q1 		$539M Sell
10,256,318
-97,969
-0.9% -$5.09M 0.1% 177
2024
Q4 		$533M Buy
10,354,287
+2,915,902
+39% +$153M 0.1% 173
2024
Q3 		$400M Buy
7,438,385
+160,110
+2% +$8.44M 0.08% 219
2024
Q2 		$373M Buy
7,278,275
+90,409
+1% +$4.6M 0.07% 235
2024
Q1 		$371M Buy
7,187,866
+77,308
+1% +$3.97M 0.09% 211
2023
Q4 		$370M Buy
7,110,558
+474,976
+7% +$23.5M 0.09% 181
2023
Q3 		$323M Buy
6,635,582
+3,157,742
+91% +$157M 0.09% 191
2023
Q2 		$176M Buy
3,477,840
+44,787
+1% +$2.28M 0.05% 331
2023
Q1 		$176M Sell
3,433,053
-48,808
-1% -$2.47M 0.05% 319
2022
Q4 		$172M Sell
3,481,861
-4,123,300
-54% -$202M 0.06% 316
2022
Q3 		$367M Buy
7,605,161
+108,764
+1% +$5.56M 0.13% 140
2022
Q2 		$383M Buy
7,496,397
+1,397,900
+23% +$72.9M 0.13% 141
2022
Q1 		$335M Buy
6,098,497
+259,707
+4% +$14.7M 0.1% 181
2021
Q4 		$346M Buy
5,838,790
+1,353,442
+30% +$80.6M 0.1% 175
2021
Q3 		$269M Buy
4,485,348
+888,586
+25% +$54M 0.09% 201
2021
Q2 		$218M Buy
3,596,762
+1,043,628
+41% +$62.5M 0.07% 243
2021
Q1 		$151M Buy
2,553,134
+98,827
+4% +$5.98M 0.06% 314
2020
Q4 		$152M Buy
2,454,307
+115,822
+5% +$7.09M 0.06% 294
2020
Q3 		$142M Buy
2,338,485
+102,791
+5% +$6.27M 0.07% 270
2020
Q2 		$135M Sell
2,235,694
-122,326
-5% -$7.13M 0.07% 263
2020
Q1 		$130M Buy
+2,358,020
New +$136M 0.08% 245

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab's IGIB Position: Q1 2026 in Review

Charles Schwab increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q1 2026, buying an estimated $86.4M and bringing the position to 13,942,612 shares worth $742M. The position accounts for 0.11% of the portfolio, ranked #148.

Charles Schwab first reported a position in IGIB in Q1 2020 and has held it in 25 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Charles Schwab held 13,942,612 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $742M as of Q1 2026.
  • Charles Schwab bought 1,605,149 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $86.4M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Charles Schwab's portfolio in Q1 2026, its #148 holding.
  • Charles Schwab first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.