JT Stratford LLC’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

JT Stratford LLC’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	$2.36M	Buy	44,408 +10,571	+31%	+$569K	0.3%	80
2025 Q4	$1.82M	Buy	33,837 +25,638	+313%	+$1.39M	0.23%	96
2025 Q3	$443K	Buy	+8,199	New	+$439K	0.06%	224
2023 Q3	–	Sell	-76,092	Closed	-$3.85M	–	240
2023 Q2	$3.85M	Sell	76,092 -777	-1%	-$39.5K	1.04%	18
2023 Q1	$3.94M	Buy	76,869 +4,370	+6%	+$221K	1.13%	16
2022 Q4	$3.59M	Sell	72,499 -93,721	-56%	-$4.59M	1.15%	18
2022 Q3	$8.03M	Sell	166,220 -11,495	-6%	-$588K	2.85%	7
2022 Q2	$9.07M	Sell	177,715 -29,453	-14%	-$1.54M	2.87%	6
2022 Q1	$11.4M	Buy	207,168 +30,132	+17%	+$1.71M	3.32%	4
2021 Q4	$10.5M	Buy	+177,036	New	+$10.5M	2.87%	5

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

JT Stratford LLC's IGIB Position: Q1 2026 in Review

JT Stratford LLC increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 31% in Q1 2026, buying an estimated $569K and bringing the position to 44,408 shares worth $2.36M. The position accounts for 0.3% of the portfolio, ranked #80.

JT Stratford LLC first reported a position in IGIB in Q4 2021 and has held it in 10 quarters since. The position peaked at $11.4M in Q1 2022. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

JT Stratford LLC held 44,408 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.36M as of Q1 2026.
JT Stratford LLC bought 10,571 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $569K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.3% of JT Stratford LLC's portfolio in Q1 2026, its #80 holding.
JT Stratford LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
JT Stratford LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.4M in Q1 2022.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.