Costello Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Costello Asset 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 Q2	$5.32K	Hold	100	–	–	﹤0.01%	584
2026 Q1	$5.32K	Hold	100	–	–	﹤0.01%	560
2025 Q4	$5.39K	Hold	100	–	–	﹤0.01%	552
2025 Q3	$5.41K	Hold	100	–	–	﹤0.01%	532
2025 Q2	$5.33K	Hold	100	–	–	﹤0.01%	541
2025 Q1	$5.25K	Buy	+100	New	+$5.19K	﹤0.01%	523
2024 Q1	–	Sell	-192	Closed	-$9.98K	–	178
2023 Q4	$9.98K	Hold	192	–	–	0.01%	140
2023 Q3	$9.34K	Hold	192	–	–	0.01%	145
2023 Q2	$9.71K	Hold	192	–	–	0.01%	143
2023 Q1	$9.85K	Hold	192	–	–	0.01%	150
2022 Q4	$9.51K	Hold	192	–	–	0.01%	153
2022 Q3	$9K	Hold	192	–	–	0.01%	156
2022 Q2	$10K	Hold	192	–	–	0.01%	164
2022 Q1	$11K	Hold	192	–	–	0.01%	171
2021 Q4	$11K	Hold	192	–	–	0.01%	169
2021 Q3	$12K	Hold	192	–	–	0.01%	169
2021 Q2	$12K	Hold	192	–	–	0.01%	167
2021 Q1	$11K	Hold	192	–	–	0.01%	186
2020 Q4	$12K	Hold	192	–	–	0.01%	168
2020 Q3	$12K	Hold	192	–	–	0.01%	151
2020 Q2	$12K	Buy	+192	New	+$11.2K	0.01%	144

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

Costello Asset Management's IGIB Position: Q2 2026 in Review

Costello Asset Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 100 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Costello Asset Management first reported a position in IGIB in Q2 2020 and has held it in 21 quarters since. The position peaked at $12K in Q3 2021. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Costello Asset Management held 100 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.32K as of Q2 2026.
Costello Asset Management 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 Costello Asset Management's portfolio in Q2 2026, its #584 holding.
Costello Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
Costello Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12K in Q3 2021.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.