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Custom Index Systems’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Custom Index Systems’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 		$8.88K Buy
+167
New +$8.88K ﹤0.01% 501
2024
Q3 		– Sell
-5,000
Closed -$256K – 263
2024
Q2 		$256K Hold
5,000
– – 0.15% 199
2024
Q1 		$258K Sell
5,000
-20,000
-80% -$1.03M 0.15% 200
2023
Q4 		$1.3M Buy
+25,000
New +$1.24M 0.8% 34

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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Custom Index Systems's IGIB Position: Q2 2026 in Review

Custom Index Systems opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 167 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in IGIB as recently as Q2 2024.

Custom Index Systems first reported a position in IGIB in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Custom Index Systems held 167 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $8.88K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Custom Index Systems position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Custom Index Systems's portfolio in Q2 2026, its #501 holding.
  • Custom Index Systems first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Custom Index Systems's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.3M in Q4 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.