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Charter Oak Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Charter Oak Capital Management’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 		$85.1M Buy
1,599,851
+71,895
+5% +$3.87M 6.6% 4
2025
Q4 		$82.3M Buy
1,527,956
+100,214
+7% +$5.42M 6.28% 4
2025
Q3 		$77.2M Buy
1,427,742
+143,045
+11% +$7.65M 6.06% 4
2025
Q2 		$68.5M Buy
1,284,697
+103,737
+9% +$5.41M 5.78% 6
2025
Q1 		$62M Buy
1,180,960
+119,627
+11% +$6.21M 5.69% 6
2024
Q4 		$54.7M Buy
1,061,333
+199,795
+23% +$10.5M 5.09% 6
2024
Q3 		$46.3M Buy
861,538
+255,313
+42% +$13.5M 4.32% 6
2024
Q2 		$31.1M Buy
606,225
+562,373
+1,282% +$28.6M 3.24% 8
2024
Q1 		$2.26M Buy
+43,852
New +$2.25M 0.24% 39
2022
Q3 		– Sell
-1,197
Closed -$61K – 484
2022
Q2 		$61K Sell
1,197
-110
-8% -$5.74K 0.01% 301
2022
Q1 		$72K Buy
1,307
+579
+80% +$32.8K 0.01% 302
2021
Q4 		$43K Hold
728
– – 0.01% 375
2021
Q3 		$44K Hold
728
– – 0.01% 341
2021
Q2 		$44K Hold
728
– – 0.01% 329
2021
Q1 		$43K Hold
728
– – 0.01% 330
2020
Q4 		$45K Buy
+728
New +$44.5K 0.01% 301

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
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

Charter Oak Capital Management's IGIB Position: Q1 2026 in Review

Charter Oak Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.7% in Q1 2026, buying an estimated $3.87M and bringing the position to 1,599,851 shares worth $85.1M. The position accounts for 6.6% of the portfolio, ranked #4.

Charter Oak Capital Management first reported a position in IGIB in Q4 2020 and has held it in 16 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Charter Oak Capital Management held 1,599,851 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $85.1M as of Q1 2026.
  • Charter Oak Capital Management bought 71,895 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.87M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 6.6% of Charter Oak Capital Management's portfolio in Q1 2026, its #4 holding.
  • Charter Oak Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.