JB Capital
IGIB icon

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

JB Capital’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
Q3 		$5.48M Buy
108,747
+4,051
+4% +$211K 0.19% 65
2026
Q2 		$5.57M Sell
104,696
-14,203
-12% -$755K 0.19% 64
2026
Q1 		$6.33M Sell
118,899
-3,185
-3% -$171K 0.26% 47
2025
Q4 		$6.58M Buy
122,084
+8,257
+7% +$446K 0.27% 45
2025
Q3 		$6.16M Buy
113,827
+7,975
+8% +$427K 0.27% 45
2025
Q2 		$5.64M Buy
105,852
+8,561
+9% +$447K 0.27% 46
2025
Q1 		$5.11M Buy
97,291
+2,668
+3% +$139K 0.28% 47
2024
Q4 		$4.87M Buy
94,623
+3,245
+4% +$170K 0.27% 42
2024
Q3 		$4.91M Sell
91,378
-9,503
-9% -$501K 0.28% 40
2024
Q2 		$5.17M Buy
100,881
+21,484
+27% +$1.09M 0.32% 39
2024
Q1 		$4.1M Buy
79,397
+8,940
+13% +$459K 0.27% 45
2023
Q4 		$3.66M Buy
70,457
+5,483
+8% +$271K 0.27% 47
2023
Q3 		$3.16M Buy
64,974
+6,168
+10% +$307K 0.27% 59
2023
Q2 		$2.97M Buy
58,806
+2,035
+4% +$103K 0.25% 58
2023
Q1 		$2.91M Buy
56,771
+1,654
+3% +$83.8K 0.27% 57
2022
Q4 		$2.73M Buy
55,117
+3,607
+7% +$177K 0.27% 64
2022
Q3 		$2.49M Buy
51,510
+1,803
+4% +$92.2K 0.27% 62
2022
Q2 		$2.54M Buy
49,707
+1,376
+3% +$71.7K 0.27% 45
2022
Q1 		$2.65M Buy
48,331
+3,432
+8% +$195K 0.26% 45
2021
Q4 		$2.66M Buy
+44,899
New +$2.67M 0.26% 47

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $191M AUM 14.91% 1-Year Est. Return
Ameliora Wealth Management
Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
BCK Partners
BCK Partners Corning, New York $205M AUM 8.92% 1-Year Est. Return

JB Capital's IGIB Position: Q3 2026 in Review

JB Capital increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.9% in Q3 2026, buying an estimated $211K and bringing the position to 108,747 shares worth $5.48M. The position accounts for 0.19% of the portfolio, ranked #65.

JB Capital first reported a position in IGIB in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.58M in Q4 2025. 196 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • JB Capital held 108,747 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $5.48M as of Q3 2026.
  • JB Capital bought 4,051 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $211K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.19% of JB Capital's portfolio in Q3 2026, its #65 holding.
  • JB Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • JB Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.58M in Q4 2025.
  • 196 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.