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

Cumberland Partners’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	$2M	Buy	37,673 +2,720	+8%	+$145K	0.13%	94
2026 Q1	$1.86M	Buy	34,953 +3,495	+11%	+$188K	0.14%	95
2025 Q4	$1.69M	Buy	31,458 +648	+2%	+$35K	0.1%	117
2025 Q3	$1.67M	Buy	30,810 +3,555	+13%	+$190K	0.11%	115
2025 Q2	$1.45M	Buy	27,255 +13,350	+96%	+$697K	0.1%	115
2025 Q1	$730K	Buy	13,905 +2,605	+23%	+$135K	0.06%	141
2024 Q4	$582K	Buy	11,300 +2,165	+24%	+$113K	0.04%	144
2024 Q3	$491K	Buy	+9,135	New	+$482K	0.03%	154

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

Cumberland Partners's IGIB Position: Q2 2026 in Review

Cumberland Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.8% in Q2 2026, buying an estimated $145K and bringing the position to 37,673 shares worth $2M. The position accounts for 0.13% of the portfolio, ranked #94.

Cumberland Partners first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Cumberland Partners held 37,673 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2M as of Q2 2026.
Cumberland Partners bought 2,720 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $145K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.13% of Cumberland Partners's portfolio in Q2 2026, its #94 holding.
Cumberland Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.