James Investment Research’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.93M | Sell |
73,837
-1,911
| -3% | -$103K | 0.44% | 56 |
|
|
2025
Q4 | $4.08M | Sell |
75,748
-1,583
| -2% | -$85.6K | 0.45% | 56 |
|
|
2025
Q3 | $4.18M | Buy |
77,331
+1,188
| +2% | +$63.5K | 0.46% | 54 |
|
|
2025
Q2 | $4.06M | Sell |
76,143
-207
| -0.3% | -$10.8K | 0.48% | 56 |
|
|
2025
Q1 | $4.01M | Sell |
76,350
-813
| -1% | -$42.2K | 0.51% | 53 |
|
|
2024
Q4 | $3.97M | Sell |
77,163
-37,374
| -33% | -$1.96M | 0.47% | 55 |
|
|
2024
Q3 | $6.15M | Sell |
114,537
-582
| -0.5% | -$30.7K | 0.71% | 41 |
|
|
2024
Q2 | $5.9M | Sell |
115,119
-2,875
| -2% | -$146K | 0.7% | 42 |
|
|
2024
Q1 | $6.09M | Sell |
117,994
-8,125
| -6% | -$418K | 0.72% | 42 |
|
|
2023
Q4 | $6.56M | Sell |
126,119
-10,695
| -8% | -$529K | 0.82% | 38 |
|
|
2023
Q3 | $6.66M | Sell |
136,814
-31,206
| -19% | -$1.55M | 0.88% | 35 |
|
|
2023
Q2 | $8.5M | Sell |
168,020
-4,282
| -2% | -$218K | 1.09% | 26 |
|
|
2023
Q1 | $8.84M | Buy |
172,302
+4,841
| +3% | +$245K | 1.17% | 21 |
|
|
2022
Q4 | $8.29M | Sell |
167,461
-50,917
| -23% | -$2.5M | 1.16% | 20 |
|
|
2022
Q3 | $10.5M | Sell |
218,378
-2,589
| -1% | -$132K | 1.5% | 14 |
|
|
2022
Q2 | $11.3M | Sell |
220,967
-1,431
| -0.6% | -$74.6K | 1.51% | 14 |
|
|
2022
Q1 | $12.2M | Sell |
222,398
-20,884
| -9% | -$1.18M | 1.28% | 18 |
|
|
2021
Q4 | $14.4M | Buy |
243,282
+4,502
| +2% | +$268K | 1.32% | 17 |
|
|
2021
Q3 | $14.3M | Sell |
238,780
-2,194
| -0.9% | -$133K | 1.33% | 15 |
|
|
2021
Q2 | $14.6M | Sell |
240,974
-67,578
| -22% | -$4.05M | 1.25% | 17 |
|
|
2021
Q1 | $18.3M | Buy |
308,552
+53,846
| +21% | +$3.26M | 1.66% | 11 |
|
|
2020
Q4 | $15.7M | Buy |
254,706
+15,101
| +6% | +$924K | 1.42% | 12 |
|
|
2020
Q3 | $14.6M | Buy |
239,605
+30,541
| +15% | +$1.86M | 1.35% | 14 |
|
|
2020
Q2 | $12.6M | Sell |
209,064
-41,781
| -17% | -$2.43M | 1.18% | 20 |
|
|
2020
Q1 | $13.8M | Sell |
250,845
-47,343
| -16% | -$2.73M | 1.43% | 15 |
|
|
2019
Q4 | $17.3M | Buy |
298,188
+43,698
| +17% | +$2.53M | 1.21% | 19 |
|
|
2019
Q3 | $14.7M | Buy |
254,490
+57,157
| +29% | +$3.28M | 1.07% | 21 |
|
|
2019
Q2 | $11.2M | Sell |
197,333
-7,708
| -4% | -$428K | 0.82% | 35 |
|
|
2019
Q1 | $11.3M | Sell |
205,041
-15,681
| -7% | -$843K | 0.74% | 38 |
|
|
2018
Q4 | $11.6M | Sell |
220,722
-36,754
| -14% | -$1.92M | 0.72% | 33 |
|
|
2018
Q3 | $13.7M | Sell |
257,476
-21,860
| -8% | -$1.16M | 0.56% | 37 |
|
|
2018
Q2 | $14.8M | Sell |
279,336
-36,236
| -11% | -$1.93M | 0.57% | 37 |
|
|
2018
Q1 | $16.9M | Sell |
315,572
-521,578
| -62% | -$28.1M | 0.64% | 35 |
|
|
2017
Q4 | $45.7M | Buy |
837,150
+310,084
| +59% | +$17M | 1.56% | 10 |
|
|
2017
Q3 | $29M | Buy |
527,066
+4,440
| +0.8% | +$244K | 0.98% | 22 |
|
|
2017
Q2 | $28.7M | Buy |
522,626
+175,068
| +50% | +$9.6M | 0.89% | 30 |
|
|
2017
Q1 | $18.9M | Sell |
347,558
-14,862
| -4% | -$807K | 0.53% | 60 |
|
|
2016
Q4 | $19.6M | Sell |
362,420
-31,272
| -8% | -$1.71M | 0.51% | 63 |
|
|
2016
Q3 | $21.9M | Sell |
393,692
-5,410
| -1% | -$301K | 0.58% | 56 |
|
|
2016
Q2 | $22.2M | Buy |
399,102
+9,268
| +2% | +$510K | 0.56% | 55 |
|
|
2016
Q1 | $21.4M | Sell |
389,834
-5,140
| -1% | -$278K | 0.52% | 61 |
|
|
2015
Q4 | $21.2M | Buy |
394,974
+11,418
| +3% | +$618K | 0.52% | 57 |
|
|
2015
Q3 | $20.8M | Sell |
383,556
-443,726
| -54% | -$24.1M | 0.56% | 54 |
|
|
2015
Q2 | $45M | Buy |
+827,282
| New | +$45.4M | 1.05% | 32 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 18 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 21 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 21 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 21 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 22 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 12 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 3 |
|
Other funds holding IGIB
OCM
AC
James Investment Research's IGIB Position: Q1 2026 in Review
James Investment Research reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.5% in Q1 2026, selling an estimated $103K and leaving 73,837 shares worth $3.93M. The position accounts for 0.44% of the portfolio, ranked #56.
James Investment Research first reported a position in IGIB in Q2 2015 and has held it in 44 quarters since. The position peaked at $45.7M in Q4 2017. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.
- James Investment Research held 73,837 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.93M as of Q1 2026.
- James Investment Research sold 1,911 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $103K.
- iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.44% of James Investment Research's portfolio in Q1 2026, its #56 holding.
- James Investment Research first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2015 and has held it in 44 quarters since.
- James Investment Research's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $45.7M in Q4 2017.
- 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.
Based on James Investment Research's 13F filing for Q1 2026, filed 24 Apr 2026.