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 Q2	$2.58M	Buy	48,484 +4,076	+9%	+$217K	0.28%	80
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 $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JT Stratford LLC's IGIB Position: Q2 2026 in Review

JT Stratford LLC increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 9.2% in Q2 2026, buying an estimated $217K and bringing the position to 48,484 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #80.

JT Stratford LLC first reported a position in IGIB in Q4 2021 and has held it in 11 quarters since. The position peaked at $11.4M in Q1 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

JT Stratford LLC held 48,484 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.58M as of Q2 2026.
JT Stratford LLC bought 4,076 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $217K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.28% of JT Stratford LLC's portfolio in Q2 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 11 quarters since.
JT Stratford LLC's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $11.4M in Q1 2022.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.