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Galvin Gaustad & Stein’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Galvin Gaustad & Stein’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 		$10.8M Sell
202,131
-56,460
-22% -$3.04M 0.86% 45
2025
Q4 		$13.9M Sell
258,591
-13,054
-5% -$706K 1.09% 40
2025
Q3 		$14.7M Buy
271,645
+4,329
+2% +$232K 1.19% 33
2025
Q2 		$14.2M Buy
267,316
+13,810
+5% +$721K 1.23% 35
2025
Q1 		$13.3M Sell
253,506
-7,848
-3% -$408K 1.19% 40
2024
Q4 		$13.5M Buy
261,354
+8,507
+3% +$446K 1.21% 37
2024
Q3 		$13.6M Buy
252,847
+20,534
+9% +$1.08M 1.21% 38
2024
Q2 		$11.9M Buy
232,313
+2,965
+1% +$151K 1.11% 39
2024
Q1 		$11.8M Sell
229,348
-3,997
-2% -$205K 1.09% 40
2023
Q4 		$12.1M Sell
233,345
-15,029
-6% -$743K 1.13% 37
2023
Q3 		$12.1M Buy
248,374
+11,565
+5% +$576K 1.22% 39
2023
Q2 		$12M Buy
236,809
+34,142
+17% +$1.74M 1.16% 42
2023
Q1 		$10.4M Buy
202,667
+28,878
+17% +$1.46M 1.02% 43
2022
Q4 		$8.6M Buy
173,789
+34,423
+25% +$1.69M 0.87% 47
2022
Q3 		$6.73M Buy
139,366
+13,806
+11% +$706K 0.71% 51
2022
Q2 		$6.41M Sell
125,560
-5,381
-4% -$281K 0.65% 52
2022
Q1 		$7.18M Sell
130,941
-13,550
-9% -$768K 0.65% 58
2021
Q4 		$8.56M Sell
144,491
-969
-0.7% -$57.7K 0.74% 54
2021
Q3 		$8.74M Sell
145,460
-1,598
-1% -$97.1K 0.84% 48
2021
Q2 		$8.9M Sell
147,058
-2,867
-2% -$172K 0.85% 49
2021
Q1 		$8.88M Sell
149,925
-8,114
-5% -$491K 0.89% 46
2020
Q4 		$9.77M Buy
+158,039
New +$9.67M 1.03% 41

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 $49B AUM 17.78% 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

Galvin Gaustad & Stein's IGIB Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 22% in Q1 2026, selling an estimated $3.04M and leaving 202,131 shares worth $10.8M. The position accounts for 0.86% of the portfolio, ranked #45.

Galvin Gaustad & Stein first reported a position in IGIB in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.7M in Q3 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Galvin Gaustad & Stein held 202,131 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10.8M as of Q1 2026.
  • Galvin Gaustad & Stein sold 56,460 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $3.04M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.86% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #45 holding.
  • Galvin Gaustad & Stein first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $14.7M in Q3 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.