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D.L. Carlson Investment Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

D.L. Carlson Investment Group’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 		$7.36M Sell
138,502
-947
-0.7% -$50.3K 1.17% 22
2026
Q1 		$7.42M Sell
139,449
-82,156
-37% -$4.42M 1.28% 19
2025
Q4 		$11.9M Buy
221,605
+19,570
+10% +$1.06M 2.01% 10
2025
Q3 		$10.9M Buy
202,035
+9,283
+5% +$496K 1.83% 11
2025
Q2 		$10.3M Buy
192,752
+76,923
+66% +$4.01M 1.87% 12
2025
Q1 		$6.08M Sell
115,829
-5,582
-5% -$290K 1.17% 18
2024
Q4 		$6.25M Buy
121,411
+23,944
+25% +$1.25M 1.11% 20
2024
Q3 		$5.24M Buy
97,467
+70,103
+256% +$3.7M 0.95% 26
2024
Q2 		$1.4M Buy
27,364
+7,467
+38% +$380K 0.27% 89
2024
Q1 		$1.03M Sell
19,897
-263
-1% -$13.5K 0.2% 95
2023
Q4 		$1.03M Sell
20,160
-661
-3% -$32.7K 0.21% 91
2023
Q3 		$1.01M Sell
20,821
-131
-0.6% -$6.52K 0.2% 89
2023
Q2 		$1.06M Buy
+20,952
New +$1.06M 0.2% 90
2017
Q1 		– Sell
-58,026
Closed -$3.14M – 131
2016
Q4 		$3.14M Sell
58,026
-312
-0.5% -$17.1K 1.07% 36
2016
Q3 		$3.25M Buy
58,338
+3,138
+6% +$175K 1.13% 37
2016
Q2 		$3.07M Buy
55,200
+3,906
+8% +$215K 1.1% 39
2016
Q1 		$2.81M Buy
51,294
+6,270
+14% +$339K 1.05% 43
2015
Q4 		$2.42M Buy
45,024
+6,094
+16% +$330K 0.9% 50
2015
Q3 		$2.11M Buy
38,930
+8,130
+26% +$441K 0.85% 50
2015
Q2 		$1.68M Buy
30,800
+280
+0.9% +$15.4K 0.61% 71
2015
Q1 		$1.69M Buy
30,520
+610
+2% +$33.6K 0.6% 70
2014
Q4 		$1.64M Buy
29,910
+720
+2% +$39.5K 0.59% 70
2014
Q3 		$1.59M Buy
29,190
+330
+1% +$18.1K 0.6% 69
2014
Q2 		$1.59M Sell
28,860
-440
-2% -$24.1K 0.58% 71
2014
Q1 		$1.6M Sell
29,300
-550
-2% -$29.9K 0.6% 67
2013
Q4 		$1.61M Buy
29,850
+400
+1% +$21.7K 0.59% 65
2013
Q3 		$1.59M Sell
29,450
-1,714
-5% -$92.1K 0.61% 62
2013
Q2 		$1.68M Buy
+31,164
New +$1.72M 0.67% 61

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

D.L. Carlson Investment Group's IGIB Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.68% in Q2 2026, selling an estimated $50.3K and leaving 138,502 shares worth $7.36M. The position accounts for 1.17% of the portfolio, ranked #22.

D.L. Carlson Investment Group first reported a position in IGIB in Q2 2013 and has held it in 28 quarters since. The position peaked at $11.9M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • D.L. Carlson Investment Group held 138,502 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.36M as of Q2 2026.
  • D.L. Carlson Investment Group sold 947 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $50.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.17% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #22 holding.
  • D.L. Carlson Investment Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 28 quarters since.
  • D.L. Carlson Investment Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.9M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.