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

Goelzer 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
Q2 		$5.82M Sell
109,441
-7,802
-7% -$415K 0.25% 79
2026
Q1 		$6.24M Buy
117,243
+4,607
+4% +$248K 0.3% 69
2025
Q4 		$6.07M Buy
112,636
+356
+0.3% +$19.2K 0.28% 73
2025
Q3 		$6.07M Buy
112,280
+7,452
+7% +$399K 0.32% 72
2025
Q2 		$5.59M Buy
104,828
+1,328
+1% +$69.3K 0.31% 75
2025
Q1 		$5.44M Buy
103,500
+970
+0.9% +$50.4K 0.31% 75
2024
Q4 		$5.28M Buy
102,530
+5,184
+5% +$271K 0.31% 80
2024
Q3 		$5.23M Buy
97,346
+92
+0.1% +$4.85K 0.29% 85
2024
Q2 		$4.99M Buy
97,254
+4,866
+5% +$248K 0.28% 79
2024
Q1 		$4.77M Buy
92,388
+3,244
+4% +$167K 0.27% 83
2023
Q4 		$4.64M Buy
89,144
+6,100
+7% +$302K 0.3% 80
2023
Q3 		$4.04M Buy
83,044
+422
+0.5% +$21K 0.28% 84
2023
Q2 		$4.18M Sell
82,622
-338
-0.4% -$17.2K 0.35% 88
2023
Q1 		$4.25M Buy
82,960
+25,771
+45% +$1.31M 0.37% 81
2022
Q4 		$2.83M Sell
57,189
-20,735
-27% -$1.02M 0.24% 109
2022
Q3 		$3.76M Buy
77,924
+632
+0.8% +$32.3K 0.38% 83
2022
Q2 		$3.95M Sell
77,292
-1,187
-2% -$61.9K 0.38% 82
2022
Q1 		$4.31M Sell
78,479
-16,880
-18% -$957K 0.37% 86
2021
Q4 		$5.65M Buy
95,359
+3,150
+3% +$188K 0.46% 67
2021
Q3 		$5.54M Buy
92,209
+8,823
+11% +$536K 0.49% 65
2021
Q2 		$5.05M Buy
83,386
+16,336
+24% +$978K 0.42% 78
2021
Q1 		$3.97M Buy
67,050
+6,159
+10% +$373K 0.35% 95
2020
Q4 		$3.76M Buy
60,891
+2,235
+4% +$137K 0.35% 95
2020
Q3 		$3.57M Buy
58,656
+16,917
+41% +$1.03M 0.33% 93
2020
Q2 		$2.52M Buy
41,739
+20,270
+94% +$1.18M 0.24% 112
2020
Q1 		$1.18M Buy
21,469
+5,460
+34% +$315K 0.13% 153
2019
Q4 		$928K Buy
16,009
+9,581
+149% +$555K 0.08% 170
2019
Q3 		$372K Buy
+6,428
New +$369K 0.03% 208

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

Goelzer Investment Management's IGIB Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.7% in Q2 2026, selling an estimated $415K and leaving 109,441 shares worth $5.82M. The position accounts for 0.25% of the portfolio, ranked #79.

Goelzer Investment Management first reported a position in IGIB in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.24M in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Goelzer Investment Management held 109,441 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.82M as of Q2 2026.
  • Goelzer Investment Management sold 7,802 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $415K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.25% of Goelzer Investment Management's portfolio in Q2 2026, its #79 holding.
  • Goelzer Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Goelzer Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.24M in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.