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

Courier Capital’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	$605K	Sell	11,371 -157	-1%	-$8.35K	0.03%	257
2026 Q1	$614K	Buy	11,528 +168	+1%	+$9.04K	0.03%	248
2025 Q4	$612K	Buy	11,360 +21	+0.2%	+$1.14K	0.03%	247
2025 Q3	$613K	Sell	11,339 -1,860	-14%	-$99.5K	0.04%	255
2025 Q2	$703K	Buy	13,199 +135	+1%	+$7.04K	0.04%	240
2025 Q1	$686K	Sell	13,064 -1,971	-13%	-$102K	0.04%	236
2024 Q4	$774K	Buy	15,035 +10,000	+199%	+$524K	0.05%	212
2024 Q3	$270K	Hold	5,035	–	–	0.02%	306
2024 Q2	$258K	Hold	5,035	–	–	0.02%	301
2024 Q1	$260K	Hold	5,035	–	–	0.02%	312
2023 Q4	$262K	Buy	5,035 +364	+8%	+$18K	0.02%	312
2023 Q3	$227K	Buy	+4,671	New	+$233K	0.02%	320
2023 Q1	–	Sell	-7,324	Closed	-$363K	–	298
2022 Q4	$363K	Sell	7,324 -1,970	-21%	-$96.6K	0.04%	214
2022 Q3	$449K	Sell	9,294 -2,630	-22%	-$134K	0.06%	181
2022 Q2	$609K	Hold	11,924	–	–	0.07%	153
2022 Q1	$654K	Hold	11,924	–	–	0.07%	162
2021 Q4	$707K	Sell	11,924 -1,400	-11%	-$83.3K	0.07%	158
2021 Q3	$800K	Hold	13,324	–	–	0.08%	145
2021 Q2	$806K	Buy	13,324 +1,500	+13%	+$89.8K	0.08%	149
2021 Q1	$700K	Hold	11,824	–	–	0.07%	153
2020 Q4	$731K	Hold	11,824	–	–	0.08%	143
2020 Q3	$722K	Hold	11,824	–	–	0.09%	136
2020 Q2	$713K	Hold	11,824	–	–	0.09%	130
2020 Q1	$679K	Hold	11,824	–	–	0.1%	120
2019 Q4	$689K	Hold	11,824	–	–	0.08%	137
2019 Q3	$688K	Sell	11,824 -2,920	-20%	-$168K	0.09%	133
2019 Q2	$840K	Hold	14,744	–	–	0.11%	123
2019 Q1	$813K	Hold	14,744	–	–	0.11%	126
2018 Q4	$773K	Sell	14,744 -4,280	-22%	-$224K	0.11%	124
2018 Q3	$1.01M	Sell	19,024 -3,930	-17%	-$209K	0.12%	128
2018 Q2	$1.22M	Sell	22,954 -14,480	-39%	-$770K	0.16%	115
2018 Q1	$2.01M	Sell	37,434 -10,730	-22%	-$578K	0.26%	85
2017 Q4	$2.63M	Sell	48,164 -920	-2%	-$50.4K	0.34%	73
2017 Q3	$2.7M	Sell	49,084 -1,270	-3%	-$69.9K	0.38%	65
2017 Q2	$2.76M	Sell	50,354 -2,490	-5%	-$137K	0.47%	47
2017 Q1	$2.88M	Sell	52,844 -6,770	-11%	-$368K	0.51%	48
2016 Q4	$3.23M	Sell	59,614 -4,840	-8%	-$265K	0.61%	33
2016 Q3	$3.59M	Sell	64,454 -2,400	-4%	-$134K	0.71%	29
2016 Q2	$3.72M	Buy	66,854 +740	+1%	+$40.7K	0.74%	29
2016 Q1	$3.63M	Sell	66,114 -3,390	-5%	-$183K	0.76%	27
2015 Q4	$3.73M	Sell	69,504 -3,472	-5%	-$188K	0.8%	25
2015 Q3	$3.96M	Hold	72,976	–	–	0.87%	26
2015 Q2	$3.97M	Sell	72,976 -500	-0.7%	-$27.5K	0.8%	27
2015 Q1	$4.07M	Sell	73,476 -1,304	-2%	-$71.9K	0.8%	26
2014 Q4	$4.09M	Sell	74,780 -500	-0.7%	-$27.4K	0.82%	26
2014 Q3	$4.11M	Sell	75,280 -2,174	-3%	-$119K	0.83%	25
2014 Q2	$4.27M	Hold	77,454	–	–	0.84%	25
2014 Q1	$4.22M	Sell	77,454 -2,770	-3%	-$151K	0.87%	23
2013 Q4	$4.33M	Sell	80,224 -17,350	-18%	-$939K	0.92%	23
2013 Q3	$5.27M	Sell	97,574 -2,120	-2%	-$114K	1.21%	18
2013 Q2	$5.37M	Buy	+99,694	New	+$5.5M	1.34%	14

Other funds holding IGIB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

Courier Capital's IGIB Position: Q2 2026 in Review

Courier Capital reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.4% in Q2 2026, selling an estimated $8.35K and leaving 11,371 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #257.

Courier Capital first reported a position in IGIB in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.37M in Q2 2013. 320 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Courier Capital held 11,371 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $605K as of Q2 2026.
Courier Capital sold 157 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $8.35K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of Courier Capital's portfolio in Q2 2026, its #257 holding.
Courier Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
Courier Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.37M in Q2 2013.
320 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.