Kovitz Investment Group Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Kovitz Investment Group Partners’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	$26.1M	Buy	491,403 +198	+0%	+$10.5K	0.58%	43
2026 Q1	$26.1M	Buy	491,205 +320,763	+188%	+$17.3M	0.61%	38
2025 Q4	$9.18M	Sell	170,442 -770,059	-82%	-$41.6M	0.2%	105
2025 Q3	$50.9M	Sell	940,501 -36,912	-4%	-$1.97M	0.2%	105
2025 Q2	$52.1M	Buy	977,413 +106,418	+12%	+$5.55M	0.22%	99
2025 Q1	$45.7M	Sell	870,995 -228,234	-21%	-$11.9M	0.23%	99
2024 Q4	$56.7M	Buy	1,099,229 +62,902	+6%	+$3.29M	0.28%	82
2024 Q3	$55.7M	Buy	1,036,327 +441,472	+74%	+$23.3M	0.4%	60
2024 Q2	$30.5M	Buy	+594,855	New	+$30.3M	0.26%	67

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

Kovitz Investment Group Partners's IGIB Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.04% in Q2 2026, buying an estimated $10.5K and bringing the position to 491,403 shares worth $26.1M. The position accounts for 0.58% of the portfolio, ranked #43.

Kovitz Investment Group Partners first reported a position in IGIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $56.7M in Q4 2024. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Kovitz Investment Group Partners held 491,403 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $26.1M as of Q2 2026.
Kovitz Investment Group Partners bought 198 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $10.5K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.58% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #43 holding.
Kovitz Investment Group Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $56.7M in Q4 2024.
708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.