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

DMC 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 		$3.37M Sell
63,399
-1,535
-2% -$81.6K 2.31% 9
2026
Q1 		$3.46M Sell
64,934
-1,187
-2% -$63.9K 2.33% 7
2025
Q4 		$3.56M Buy
66,121
+1,193
+2% +$64.5K 2.38% 7
2025
Q3 		$3.51M Sell
64,928
-896
-1% -$47.9K 2.43% 7
2025
Q2 		$3.51M Buy
65,824
+2,204
+3% +$115K 2.73% 6
2025
Q1 		$3.34M Buy
63,620
+729
+1% +$37.9K 2.72% 5
2024
Q4 		$3.24M Buy
62,891
+3,158
+5% +$165K 2.63% 5
2024
Q3 		$3.21M Buy
59,733
+3,943
+7% +$208K 2.6% 4
2024
Q2 		$2.86M Buy
55,790
+6,276
+13% +$320K 2.45% 5
2024
Q1 		$2.55M Buy
49,514
+9,239
+23% +$475K 2.21% 5
2023
Q4 		$2.09M Buy
40,275
+12,285
+44% +$607K 1.98% 5
2023
Q3 		$1.36M Buy
27,990
+2,270
+9% +$113K 1.27% 19
2023
Q2 		$1.3M Buy
25,720
+607
+2% +$30.8K 1.3% 17
2023
Q1 		$1.29M Buy
25,113
+7,015
+39% +$355K 1.3% 18
2022
Q4 		$901K Buy
+18,098
New +$887K 1.02% 28
2022
Q1 		– Sell
-5,025
Closed -$289K – 117
2021
Q4 		$289K Buy
+5,025
New +$299K 0.25% 109

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

DMC Group's IGIB Position: Q2 2026 in Review

DMC Group reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.4% in Q2 2026, selling an estimated $81.6K and leaving 63,399 shares worth $3.37M. The position accounts for 2.31% of the portfolio, ranked #9.

DMC Group first reported a position in IGIB in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.56M in Q4 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • DMC Group held 63,399 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.37M as of Q2 2026.
  • DMC Group sold 1,535 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $81.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.31% of DMC Group's portfolio in Q2 2026, its #9 holding.
  • DMC Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • DMC Group's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.56M in Q4 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.