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

Ken Fisher’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 		$2.64M Sell
49,589
-3,490
-7% -$188K ﹤0.01% 531
2025
Q4 		$2.86M Sell
53,079
-1,322
-2% -$71.5K ﹤0.01% 520
2025
Q3 		$2.94M Sell
54,401
-17,340
-24% -$927K ﹤0.01% 528
2025
Q2 		$3.82M Sell
71,741
-17,241
-19% -$900K ﹤0.01% 513
2025
Q1 		$4.67M Sell
88,982
-15,675
-15% -$814K ﹤0.01% 494
2024
Q4 		$5.39M Buy
104,657
+10,044
+11% +$526K ﹤0.01% 489
2024
Q3 		$5.08M Sell
94,613
-7,715
-8% -$407K ﹤0.01% 486
2024
Q2 		$5.25M Buy
102,328
+9,783
+11% +$498K ﹤0.01% 484
2024
Q1 		$4.78M Buy
92,545
+8,468
+10% +$435K ﹤0.01% 508
2023
Q4 		$4.37M Buy
84,077
+71,506
+569% +$3.53M ﹤0.01% 506
2023
Q3 		$612K Sell
12,571
-3,857
-23% -$192K ﹤0.01% 822
2023
Q2 		$831K Buy
16,428
+6,560
+66% +$333K ﹤0.01% 811
2023
Q1 		$506K Buy
9,868
+1,304
+15% +$66.1K ﹤0.01% 849
2022
Q4 		$424K Sell
8,564
-2,368
-22% -$116K ﹤0.01% 855
2022
Q3 		$528K Sell
10,932
-1,483
-12% -$75.8K ﹤0.01% 744
2022
Q2 		$634K Buy
12,415
+1,189
+11% +$62K ﹤0.01% 680
2022
Q1 		$616K Sell
11,226
-1,801
-14% -$102K ﹤0.01% 698
2021
Q4 		$772K Buy
13,027
+457
+4% +$27.2K ﹤0.01% 684
2021
Q3 		$755K Sell
12,570
-3,244
-21% -$197K ﹤0.01% 664
2021
Q2 		$957K Buy
15,814
+4,156
+36% +$249K ﹤0.01% 624
2021
Q1 		$691K Buy
11,658
+2,697
+30% +$163K ﹤0.01% 658
2020
Q4 		$554K Buy
8,961
+984
+12% +$60.2K ﹤0.01% 688
2020
Q3 		$485K Sell
7,977
-3,718
-32% -$227K ﹤0.01% 665
2020
Q2 		$706K Buy
11,695
+2,942
+34% +$171K ﹤0.01% 613
2020
Q1 		$481K Buy
8,753
+412
+5% +$23.8K ﹤0.01% 618
2019
Q4 		$484K Sell
8,341
-1,050
-11% -$60.8K ﹤0.01% 665
2019
Q3 		$544K Buy
9,391
+1,416
+18% +$81.4K ﹤0.01% 676
2019
Q2 		$454K Buy
7,975
+3,898
+96% +$216K ﹤0.01% 677
2019
Q1 		$225K Buy
+4,077
New +$219K ﹤0.01% 744
2018
Q3 		– Sell
-6,714
Closed -$357K – 829
2018
Q2 		$357K Buy
+6,714
New +$357K ﹤0.01% 677

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 $58.2B AUM 22.78% 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

Ken Fisher's IGIB Position: Q1 2026 in Review

Ken Fisher reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.6% in Q1 2026, selling an estimated $188K and leaving 49,589 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Ken Fisher first reported a position in IGIB in Q2 2018 and has held it in 30 quarters since. The position peaked at $5.39M in Q4 2024. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Ken Fisher held 49,589 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.64M as of Q1 2026.
  • Ken Fisher sold 3,490 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $188K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #531 holding.
  • Ken Fisher first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2018 and has held it in 30 quarters since.
  • Ken Fisher's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $5.39M in Q4 2024.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.