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

Leavell Investment Management’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	$277K	Hold	5,210	–	–	0.01%	549
2026 Q1	$277K	Sell	5,210 -200	-4%	-$10.8K	0.01%	533
2025 Q4	$291K	Hold	5,410	–	–	0.01%	507
2025 Q3	$293K	Sell	5,410 -47,918	-90%	-$2.56M	0.01%	505
2025 Q2	$2.84M	Buy	53,328 +48,233	+947%	+$2.52M	0.13%	169
2025 Q1	$268K	Buy	5,095 +45	+0.9%	+$2.34K	0.01%	480
2024 Q4	$260K	Buy	5,050 +75	+2%	+$3.93K	0.01%	484
2024 Q3	$267K	Buy	+4,975	New	+$262K	0.01%	483

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

Leavell Investment Management's IGIB Position: Q2 2026 in Review

Leavell Investment Management held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 5,210 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #549.

Leavell Investment Management first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q2 2025. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Leavell Investment Management held 5,210 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $277K as of Q2 2026.
Leavell Investment Management left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #549 holding.
Leavell Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Leavell Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.84M in Q2 2025.
711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.