CI
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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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return