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

Colonial Trust Advisors’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	$17.5K	Hold	330	–	–	﹤0.01%	496
2026 Q1	$17.6K	Hold	330	–	–	﹤0.01%	463
2025 Q4	$17.8K	Hold	330	–	–	﹤0.01%	453
2025 Q3	$17.9K	Hold	330	–	–	﹤0.01%	436
2025 Q2	$17.6K	Hold	330	–	–	﹤0.01%	457
2025 Q1	$17.3K	Hold	330	–	–	﹤0.01%	445
2024 Q4	$17K	Hold	330	–	–	﹤0.01%	421
2024 Q3	$17.7K	Hold	330	–	–	﹤0.01%	463
2024 Q2	$16.9K	Hold	330	–	–	﹤0.01%	453
2024 Q1	$17K	Hold	330	–	–	﹤0.01%	503
2023 Q4	$17.2K	Hold	330	–	–	﹤0.01%	434
2023 Q3	$16.1K	Hold	330	–	–	﹤0.01%	456
2023 Q2	$16.7K	Hold	330	–	–	﹤0.01%	461
2023 Q1	$16.9K	Hold	330	–	–	﹤0.01%	447
2022 Q4	$16.3K	Buy	+330	New	+$16.2K	﹤0.01%	448

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Colonial Trust Advisors's IGIB Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 330 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Colonial Trust Advisors first reported a position in IGIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.9K in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Colonial Trust Advisors held 330 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $17.5K as of Q2 2026.
Colonial Trust Advisors left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #496 holding.
Colonial Trust Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $17.9K in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.