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Dakota Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Dakota Wealth Management’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 		$58.3M Buy
1,095,757
+79,405
+8% +$4.27M 1.26% 15
2025
Q4 		$54.8M Buy
1,016,352
+33,134
+3% +$1.79M 0.97% 16
2025
Q3 		$53.2M Buy
983,218
+165,655
+20% +$8.86M 1.07% 14
2025
Q2 		$43.6M Buy
817,563
+202,309
+33% +$10.6M 0.92% 18
2025
Q1 		$32.3M Buy
615,254
+36,762
+6% +$1.91M 0.76% 26
2024
Q4 		$29.8M Buy
578,492
+147,568
+34% +$7.73M 0.69% 31
2024
Q3 		$23.1M Buy
430,924
+173,405
+67% +$9.14M 0.52% 39
2024
Q2 		$13.2M Buy
257,519
+39,974
+18% +$2.04M 0.31% 71
2024
Q1 		$11.2M Buy
217,545
+84,092
+63% +$4.32M 0.28% 84
2023
Q4 		$6.94M Buy
133,453
+12,163
+10% +$601K 0.27% 98
2023
Q3 		$5.9M Buy
121,290
+41,334
+52% +$2.06M 0.26% 98
2023
Q2 		$4.04M Buy
79,956
+1,671
+2% +$84.9K 0.19% 114
2023
Q1 		$4.01M Buy
78,285
+9,813
+14% +$497K 0.27% 98
2022
Q4 		$3.39M Sell
68,472
-9,492
-12% -$465K 0.24% 101
2022
Q3 		$3.76M Buy
77,964
+34,752
+80% +$1.78M 0.3% 79
2022
Q2 		$2.21M Sell
43,212
-4,909
-10% -$256K 0.2% 125
2022
Q1 		$2.64M Sell
48,121
-3,444
-7% -$195K 0.21% 126
2021
Q4 		$3.06M Sell
51,565
-817
-2% -$48.6K 0.32% 84
2021
Q3 		$3.15M Sell
52,382
-4,751
-8% -$289K 0.36% 76
2021
Q2 		$3.46M Sell
57,133
-2,528
-4% -$151K 0.41% 71
2021
Q1 		$3.53M Sell
59,661
-11,841
-17% -$716K 0.46% 61
2020
Q4 		$4.42M Buy
71,502
+2,326
+3% +$142K 0.57% 48
2020
Q3 		$4.21M Sell
69,176
-4,245
-6% -$259K 0.66% 49
2020
Q2 		$4.43M Buy
73,421
+7,497
+11% +$437K 0.76% 35
2020
Q1 		$3.62M Buy
65,924
+2,872
+5% +$166K 0.79% 42
2019
Q4 		$3.66M Buy
63,052
+7,380
+13% +$427K 0.59% 49
2019
Q3 		$3.23M Buy
55,672
+3,436
+7% +$197K 0.56% 48
2019
Q2 		$2.98M Buy
52,236
+15,837
+44% +$879K 0.57% 46
2019
Q1 		$2.01M Buy
36,399
+4,270
+13% +$230K 0.4% 66
2018
Q4 		$1.71M Hold
32,129
– – 0.39% 67
2018
Q3 		$1.71M Buy
32,129
+397
+1% +$21.1K 0.38% 66
2018
Q2 		$1.69M Buy
31,732
+1,586
+5% +$84.3K 0.47% 54
2018
Q1 		$1.62M Buy
30,146
+1,456
+5% +$78.4K 0.83% 28
2017
Q4 		$1.57M Buy
28,690
+20
+0.1% +$1.1K 0.83% 29
2017
Q3 		$1.58M Buy
28,670
+346
+1% +$19.1K 0.85% 31
2017
Q2 		$1.55M Buy
28,324
+1,298
+5% +$71.2K 0.86% 29
2017
Q1 		$1.47M Buy
27,026
+2
+0% +$109 0.86% 27
2016
Q4 		$1.46M Buy
27,024
+3,826
+16% +$209K 0.94% 26
2016
Q3 		$1.29M Buy
23,198
+2,912
+14% +$162K 0.84% 25
2016
Q2 		$1.13M Buy
20,286
+1,506
+8% +$82.9K 0.76% 25
2016
Q1 		$1.03M Buy
18,780
+740
+4% +$40K 0.74% 25
2015
Q4 		$968K Buy
18,040
+2,948
+20% +$160K 0.66% 27
2015
Q3 		$820K Sell
15,092
-80
-0.5% -$4.34K 0.56% 29
2015
Q2 		$826K Sell
15,172
-1,340
-8% -$73.6K 0.5% 32
2015
Q1 		$914K Buy
16,512
+1,024
+7% +$56.5K 0.54% 30
2014
Q4 		$848K Buy
+15,488
New +$849K 0.53% 33

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 $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Dakota Wealth Management's IGIB Position: Q1 2026 in Review

Dakota Wealth Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.8% in Q1 2026, buying an estimated $4.27M and bringing the position to 1,095,757 shares worth $58.3M. The position accounts for 1.26% of the portfolio, ranked #15.

Dakota Wealth Management first reported a position in IGIB in Q4 2014 and has held it in 46 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Dakota Wealth Management held 1,095,757 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $58.3M as of Q1 2026.
  • Dakota Wealth Management bought 79,405 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.27M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.26% of Dakota Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Dakota Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.