FCM
IGIB icon

Fortis Capital Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Fortis Capital 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
Q2 		$638K Buy
11,997
+147
+1% +$7.81K 0.07% 119
2026
Q1 		$631K Buy
11,850
+92
+0.8% +$4.95K 0.06% 118
2025
Q4 		$634K Buy
11,758
+184
+2% +$9.95K 0.08% 105
2025
Q3 		$626K Buy
11,574
+133
+1% +$7.11K 0.09% 100
2025
Q2 		$610K Buy
11,441
+132
+1% +$6.89K 0.09% 95
2025
Q1 		$594K Buy
11,309
+85
+0.8% +$4.42K 0.12% 94
2024
Q4 		$578K Buy
11,224
+166
+2% +$8.69K 0.11% 92
2024
Q3 		$594K Buy
11,058
+120
+1% +$6.33K 0.12% 90
2024
Q2 		$561K Buy
10,938
+119
+1% +$6.06K 0.12% 91
2024
Q1 		$558K Buy
10,819
+75
+0.7% +$3.85K 0.15% 79
2023
Q4 		$559K Buy
10,744
+147
+1% +$7.27K 0.14% 99
2023
Q3 		$516K Sell
10,597
-233,233
-96% -$11.6M 0.16% 93
2023
Q2 		$12.3M Buy
+243,830
New +$12.4M 4.35% 3

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

Fortis Capital Management's IGIB Position: Q2 2026 in Review

Fortis Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 1.2% in Q2 2026, buying an estimated $7.81K and bringing the position to 11,997 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #119.

Fortis Capital Management first reported a position in IGIB in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q2 2023. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Fortis Capital Management held 11,997 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $638K as of Q2 2026.
  • Fortis Capital Management bought 147 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $7.81K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.07% of Fortis Capital Management's portfolio in Q2 2026, its #119 holding.
  • Fortis Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Fortis Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $12.3M in Q2 2023.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.