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

Fiduciary Trust’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 		$41.4M Buy
779,415
+37,926
+5% +$2.02M 0.45% 41
2026
Q1 		$39.5M Buy
741,489
+16,113
+2% +$867K 0.47% 41
2025
Q4 		$39.1M Buy
725,376
+76,987
+12% +$4.16M 0.44% 41
2025
Q3 		$35.1M Buy
648,389
+91,925
+17% +$4.92M 0.4% 44
2025
Q2 		$29.7M Buy
556,464
+22,805
+4% +$1.19M 0.36% 46
2025
Q1 		$28M Buy
533,659
+90,718
+20% +$4.71M 0.37% 48
2024
Q4 		$22.8M Buy
442,941
+254,631
+135% +$13.3M 0.3% 57
2024
Q3 		$10.1M Buy
+188,310
New +$9.93M 0.14% 104
2022
Q4 		– Sell
-5,589
Closed -$269K – 632
2022
Q3 		$269K Sell
5,589
-498
-8% -$25.5K 0.01% 543
2022
Q2 		$310K Hold
6,087
– – 0.01% 535
2022
Q1 		$334K Hold
6,087
– – 0.01% 545
2021
Q4 		$361K Hold
6,087
– – 0.01% 526
2021
Q3 		$366K Hold
6,087
– – 0.01% 523
2021
Q2 		$368K Buy
+6,087
New +$364K 0.01% 521

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

Fiduciary Trust's IGIB Position: Q2 2026 in Review

Fiduciary Trust increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.1% in Q2 2026, buying an estimated $2.02M and bringing the position to 779,415 shares worth $41.4M. The position accounts for 0.45% of the portfolio, ranked #41.

Fiduciary Trust first reported a position in IGIB in Q2 2021 and has held it in 14 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Fiduciary Trust held 779,415 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $41.4M as of Q2 2026.
  • Fiduciary Trust bought 37,926 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.02M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.45% of Fiduciary Trust's portfolio in Q2 2026, its #41 holding.
  • Fiduciary Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 14 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.