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

Enclave Advisors’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	–	Sell	-24,656	Closed	-$1.31M	–	139
2026 Q1	$1.31M	Buy	24,656 +185	+0.8%	+$9.96K	0.18%	66
2025 Q4	$1.32M	Sell	24,471 -1,182	-5%	-$63.9K	0.19%	64
2025 Q3	$1.39M	Buy	25,653 +3,381	+15%	+$181K	0.21%	53
2025 Q2	$1.19M	Sell	22,272 -40,453	-64%	-$2.11M	0.19%	57
2025 Q1	$3.29M	Sell	62,725 -26,585	-30%	-$1.38M	0.56%	36
2024 Q4	$4.6M	Buy	89,310 +28,043	+46%	+$1.47M	0.76%	27
2024 Q3	$3.29M	Buy	+61,267	New	+$3.23M	0.56%	36

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Enclave Advisors's IGIB Position: Q2 2026 in Review

Enclave Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 24,656 shares — an estimated $1.31M sold.

Enclave Advisors first reported a position in IGIB in Q3 2024 and held it in 7 quarters. The position peaked at $4.6M in Q4 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Enclave Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Enclave Advisors sold 24,656 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
Enclave Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
Enclave Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.6M in Q4 2024.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.