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

Freestate Advisors’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 		$9.59M Buy
180,403
+916
+0.5% +$48.7K 7.17% 6
2026
Q1 		$9.55M Buy
179,487
+893
+0.5% +$48.1K 7.64% 6
2025
Q4 		$9.62M Buy
178,594
+2,880
+2% +$156K 7.82% 6
2025
Q3 		$9.5M Buy
175,714
+3,143
+2% +$168K 7.97% 6
2025
Q2 		$9.2M Sell
172,571
-15,369
-8% -$802K 8.21% 6
2025
Q1 		$9.87M Sell
187,940
-66,895
-26% -$3.47M 9.79% 5
2024
Q4 		$13.1M Sell
254,835
-4,042
-2% -$212K 13.57% 2
2024
Q3 		$13.9M Buy
+258,877
New +$13.7M 14.47% 2
2021
Q3 		$7.33M Buy
122,064
+1,057
+0.9% +$64.2K 8.31% 7
2021
Q2 		$7.32M Buy
121,007
+21,142
+21% +$1.27M 8.28% 7
2021
Q1 		$5.92M Buy
+99,865
New +$6.04M 6.9% 8
2019
Q4 		– Sell
-92,999
Closed -$5.39M – 5
2019
Q3 		$5.39M Sell
92,999
-185,857
-67% -$10.7M 4.02% 3
2019
Q2 		$15.9M Buy
278,856
+13,907
+5% +$772K 13.45% 2
2019
Q1 		$14.6M Sell
264,949
-182,005
-41% -$9.78M 13.29% 3
2018
Q4 		$23.4M Buy
+446,954
New +$23.4M 22.62% 2

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

Freestate Advisors's IGIB Position: Q2 2026 in Review

Freestate Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.51% in Q2 2026, buying an estimated $48.7K and bringing the position to 180,403 shares worth $9.59M. The position accounts for 7.17% of the portfolio, ranked #6.

Freestate Advisors first reported a position in IGIB in Q4 2018 and has held it in 15 quarters since. The position peaked at $23.4M in Q4 2018. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Freestate Advisors held 180,403 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $9.59M as of Q2 2026.
  • Freestate Advisors bought 916 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $48.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 7.17% of Freestate Advisors's portfolio in Q2 2026, its #6 holding.
  • Freestate Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 15 quarters since.
  • Freestate Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $23.4M in Q4 2018.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Freestate Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.