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

Freedom 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 		$359K Sell
6,746
-919
-12% -$49.5K 0.11% 66
2025
Q4 		$413K Buy
7,665
+111
+1% +$6K 0.12% 59
2025
Q3 		$409K Sell
7,554
-32,561
-81% -$1.74M 0.11% 88
2025
Q2 		$2.14M Sell
40,115
-41,211
-51% -$2.15M 0.17% 98
2025
Q1 		$4.27M Sell
81,326
-2,227
-3% -$116K 0.36% 53
2024
Q4 		$4.3M Buy
83,553
+7,564
+10% +$396K 0.36% 51
2024
Q3 		$4.08M Sell
75,989
-4,322
-5% -$228K 0.33% 52
2024
Q2 		$4.12M Sell
80,311
-49,547
-38% -$2.52M 0.34% 55
2024
Q1 		$6.7M Sell
129,858
-14,763
-10% -$759K 0.54% 34
2023
Q4 		$7.52M Buy
144,621
+19,306
+15% +$954K 0.61% 29
2023
Q3 		$6.1M Buy
125,315
+5,380
+4% +$268K 0.75% 22
2023
Q2 		$6.07M Buy
119,935
+34,497
+40% +$1.75M 0.68% 20
2023
Q1 		$4.38M Buy
85,438
+31,641
+59% +$1.6M 0.5% 34
2022
Q4 		$2.66M Buy
53,797
+302
+0.6% +$14.8K 0.3% 80
2022
Q3 		$2.58M Sell
53,495
-3,493
-6% -$179K 0.3% 79
2022
Q2 		$2.91M Sell
56,988
-47,498
-45% -$2.48M 0.31% 75
2022
Q1 		$5.73M Sell
104,486
-115,272
-52% -$6.54M 0.51% 33
2021
Q4 		$13M Sell
219,758
-18,805
-8% -$1.12M 0.95% 10
2021
Q3 		$14.3M Sell
238,563
-11,442
-5% -$695K 1.09% 10
2021
Q2 		$15.1M Sell
250,005
-13,295
-5% -$796K 1.13% 10
2021
Q1 		$15.6M Buy
+263,300
New +$15.9M 1.21% 9
2018
Q3 		– Sell
-46,752
Closed -$2.48M – 932
2018
Q2 		$2.48M Sell
46,752
-2,858
-6% -$152K 0.15% 122
2018
Q1 		$2.66M Sell
49,610
-368
-0.7% -$19.8K 0.14% 113
2017
Q4 		$2.73M Sell
49,978
-20
-0% -$1.1K 0.14% 101
2017
Q3 		$2.75M Hold
49,998
– – 0.15% 84
2017
Q2 		$2.74M Buy
49,998
+1,372
+3% +$75.2K 0.16% 79
2017
Q1 		$2.65M Buy
48,626
+8,272
+20% +$449K 0.15% 83
2016
Q4 		$2.18M Buy
40,354
+922
+2% +$50.4K 0.14% 83
2016
Q3 		$2.19M Buy
39,432
+5,722
+17% +$319K 0.14% 87
2016
Q2 		$1.88M Sell
33,710
-662
-2% -$36.4K 0.13% 94
2016
Q1 		$1.89M Sell
34,372
-15,842
-32% -$856K 0.14% 92
2015
Q4 		$2.69M Buy
50,214
+27,912
+125% +$1.51M 0.2% 56
2015
Q3 		$269K Sell
22,302
-27,138
-55% -$1.47M 0.03% 506
2015
Q2 		$2.69M Buy
49,440
+4,202
+9% +$231K 0.28% 49
2015
Q1 		$2.5M Buy
45,238
+30,436
+206% +$1.68M 0.28% 50
2014
Q4 		$809K Buy
14,802
+900
+6% +$49.4K 0.11% 171
2014
Q3 		$760K Buy
13,902
+276
+2% +$15.2K 0.13% 140
2014
Q2 		$751K Sell
13,626
-14,752
-52% -$809K 0.13% 137
2014
Q1 		$1.55M Buy
28,378
+952
+3% +$51.8K 0.33% 38
2013
Q4 		$1.48M Sell
27,426
-1,762
-6% -$95.4K 0.37% 39
2013
Q3 		$1.57M Buy
29,188
+11,696
+67% +$629K 0.45% 30
2013
Q2 		$942K Buy
+17,492
New +$965K 0.32% 55

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Freedom Investment Management's IGIB Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 12% in Q1 2026, selling an estimated $49.5K and leaving 6,746 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #66.

Freedom Investment Management first reported a position in IGIB in Q2 2013 and has held it in 42 quarters since. The position peaked at $15.6M in Q1 2021. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Freedom Investment Management held 6,746 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $359K as of Q1 2026.
  • Freedom Investment Management sold 919 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $49.5K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.11% of Freedom Investment Management's portfolio in Q1 2026, its #66 holding.
  • Freedom Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 42 quarters since.
  • Freedom Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $15.6M in Q1 2021.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.