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

First American 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	$13.1M	Buy	246,523 +55,433	+29%	+$2.95M	0.79%	34
2026 Q1	$10.2M	Buy	191,090 +18,188	+11%	+$979K	0.68%	44
2025 Q4	$9.32M	Buy	172,902 +15,809	+10%	+$855K	0.64%	46
2025 Q3	$8.5M	Buy	+157,093	New	+$8.4M	0.62%	51

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

First American Trust's IGIB Position: Q2 2026 in Review

First American Trust increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 29% in Q2 2026, buying an estimated $2.95M and bringing the position to 246,523 shares worth $13.1M. The position accounts for 0.79% of the portfolio, ranked #34.

First American Trust first reported a position in IGIB in Q3 2025 and has held it in 4 quarters since. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

First American Trust held 246,523 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $13.1M as of Q2 2026.
First American Trust bought 55,433 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.95M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.79% of First American Trust's portfolio in Q2 2026, its #34 holding.
First American Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.