F.L. Putnam Investment Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

F.L. Putnam Investment 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	$1.98M	Sell	37,219 -928	-2%	-$49.9K	0.03%	259
2025 Q4	$2.06M	Sell	38,147 -4,837	-11%	-$261K	0.03%	246
2025 Q3	$2.33M	Sell	42,984 -939	-2%	-$50.2K	0.03%	242
2025 Q2	$2.34M	Sell	43,923 -20,164	-31%	-$1.05M	0.04%	230
2025 Q1	$3.37M	Sell	64,087 -119,390	-65%	-$6.2M	0.06%	186
2024 Q4	$9.45M	Sell	183,477 -13,390	-7%	-$701K	0.17%	114
2024 Q3	$10.6M	Sell	196,867 -194,904	-50%	-$10.3M	0.19%	108
2024 Q2	$20.1M	Buy	+391,771	New	+$19.9M	0.38%	57
2022 Q3	–	Sell	-15,334	Closed	-$783K	–	404
2022 Q2	$783K	Buy	+15,334	New	+$799K	0.03%	243

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

F.L. Putnam Investment Management's IGIB Position: Q1 2026 in Review

F.L. Putnam Investment Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.4% in Q1 2026, selling an estimated $49.9K and leaving 37,219 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #259.

F.L. Putnam Investment Management first reported a position in IGIB in Q2 2022 and has held it in 9 quarters since. The position peaked at $20.1M in Q2 2024. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

F.L. Putnam Investment Management held 37,219 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.98M as of Q1 2026.
F.L. Putnam Investment Management sold 928 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $49.9K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #259 holding.
F.L. Putnam Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2022 and has held it in 9 quarters since.
F.L. Putnam Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $20.1M in Q2 2024.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.