JC
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
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

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

JB Capital's IGIB Position: Q1 2026 in Review

JB Capital reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.6% in Q1 2026, selling an estimated $171K and leaving 118,899 shares worth $6.33M. The position accounts for 0.26% of the portfolio, ranked #47.

JB Capital first reported a position in IGIB in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.58M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • JB Capital held 118,899 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $6.33M as of Q1 2026.
  • JB Capital sold 3,185 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $171K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.26% of JB Capital's portfolio in Q1 2026, its #47 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 18 quarters since.
  • JB Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6.58M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.