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J. Mark Nickell & Co’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

J. Mark Nickell & Co’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 		– Sell
-15,024
Closed -$800K – 35
2026
Q1 		$800K Sell
15,024
-102
-0.7% -$5.49K 0.72% 16
2025
Q4 		$815K Buy
+15,126
New +$818K 0.75% 17

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

J. Mark Nickell & Co's IGIB Position: Q2 2026 in Review

J. Mark Nickell & Co sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 15,024 shares — an estimated $800K sold.

J. Mark Nickell & Co first reported a position in IGIB in Q4 2025 and held it in 2 quarters. The position peaked at $815K in Q4 2025. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • J. Mark Nickell & Co reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • J. Mark Nickell & Co sold 15,024 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $800K.
  • J. Mark Nickell & Co first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • J. Mark Nickell & Co's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $815K in Q4 2025.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.