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F/M Investments’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

F/M Investments’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 		$868K Buy
16,335
+1,282
+9% +$68.1K 0.04% 203
2026
Q1 		$801K Sell
15,053
-9,363
-38% -$504K 0.05% 192
2025
Q4 		$1.32M Buy
24,416
+355
+1% +$19.2K 0.05% 275
2025
Q3 		$1.3M Buy
24,061
+1,366
+6% +$73.1K 0.05% 283
2025
Q2 		$1.21M Sell
22,695
-171
-0.7% -$8.92K 0.04% 281
2025
Q1 		$1.2M Buy
22,866
+1,485
+7% +$77.1K 0.05% 275
2024
Q4 		$1.1M Buy
+21,381
New +$1.12M 0.04% 281

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

F/M Investments's IGIB Position: Q2 2026 in Review

F/M Investments increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.5% in Q2 2026, buying an estimated $68.1K and bringing the position to 16,335 shares worth $868K. The position accounts for 0.04% of the portfolio, ranked #203.

F/M Investments first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q4 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • F/M Investments held 16,335 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $868K as of Q2 2026.
  • F/M Investments bought 1,282 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $68.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of F/M Investments's portfolio in Q2 2026, its #203 holding.
  • F/M Investments first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • F/M Investments's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.32M 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 F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.