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

Keel Point’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 		$593K Buy
11,149
+472
+4% +$25.1K 0.04% 260
2026
Q1 		$568K Buy
10,677
+86
+0.8% +$4.63K 0.04% 254
2025
Q4 		$571K Buy
10,591
+409
+4% +$22.1K 0.03% 269
2025
Q3 		$551K Buy
10,182
+84
+0.8% +$4.49K 0.03% 278
2025
Q2 		$538K Sell
10,098
-2,290
-18% -$120K 0.04% 278
2025
Q1 		$651K Sell
12,388
-150
-1% -$7.79K 0.05% 201
2024
Q4 		$646K Sell
12,538
-1,587
-11% -$83.1K 0.05% 194
2024
Q3 		$759K Sell
14,125
-123
-0.9% -$6.49K 0.06% 176
2024
Q2 		$753K Sell
14,248
-1,717
-11% -$87.4K 0.07% 169
2024
Q1 		$824K Buy
15,965
+1,970
+14% +$101K 0.09% 145
2023
Q4 		$728K Buy
13,995
+9,811
+234% +$485K 0.09% 146
2023
Q3 		$204K Buy
+4,184
New +$208K 0.03% 297
2022
Q3 		– Sell
-3,869
Closed -$203K – 262
2022
Q2 		$203K Sell
3,869
-27
-0.7% -$1.41K 0.03% 244
2022
Q1 		$214K Sell
3,896
-1,560
-29% -$88.4K 0.03% 244
2021
Q4 		$323K Sell
5,456
-103
-2% -$6.13K 0.04% 200
2021
Q3 		$334K Buy
5,559
+1,718
+45% +$104K 0.04% 187
2021
Q2 		$232K Buy
3,841
+6
+0.2% +$359 0.03% 235
2021
Q1 		$227K Buy
3,835
+4
+0.1% +$242 0.02% 242
2020
Q4 		$237K Sell
3,831
-77
-2% -$4.71K 0.02% 216
2020
Q3 		$238K Sell
3,908
-381
-9% -$23.2K 0.02% 192
2020
Q2 		$259K Buy
+4,289
New +$250K 0.03% 168

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keel Point's IGIB Position: Q2 2026 in Review

Keel Point increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.4% in Q2 2026, buying an estimated $25.1K and bringing the position to 11,149 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #260.

Keel Point first reported a position in IGIB in Q2 2020 and has held it in 21 quarters since. The position peaked at $824K in Q1 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Keel Point held 11,149 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $593K as of Q2 2026.
  • Keel Point bought 472 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $25.1K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Keel Point's portfolio in Q2 2026, its #260 holding.
  • Keel Point first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Keel Point's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $824K in Q1 2024.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.