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

CX Institutional’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 Q1	–	Sell	-262	Closed	-$14K	–	1607
2025 Q4	$14K	Buy	262 +4	+2%	+$216	﹤0.01%	1154
2025 Q3	$14K	Buy	+258	New	+$13.8K	﹤0.01%	1152
2022 Q3	–	Sell	-1,911	Closed	-$98K	–	784
2022 Q2	$98K	Sell	1,911 -16,580	-90%	-$864K	0.01%	551
2022 Q1	$1.01M	Buy	18,491 +10,288	+125%	+$583K	0.08%	218
2021 Q4	$486K	Buy	8,203 +24	+0.3%	+$1.43K	0.04%	251
2021 Q3	$491K	Buy	+8,179	New	+$497K	0.04%	265
2019 Q3	–	Sell	-381	Closed	-$22K	–	869
2019 Q2	$22K	Buy	+381	New	+$21.1K	﹤0.01%	397

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

CX Institutional's IGIB Position: Q1 2026 in Review

CX Institutional sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 262 shares — an estimated $14K sold.

CX Institutional first reported a position in IGIB in Q2 2019 and held it in 7 quarters. The position peaked at $1.01M in Q1 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

CX Institutional reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 262 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $14K.
CX Institutional first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 7 quarters.
CX Institutional's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.01M in Q1 2022.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.