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

Madison Asset 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
Q1 		$21.3M Buy
400,916
+154,955
+63% +$8.34M 0.26% 95
2025
Q4 		$13.3M Sell
245,961
-63,522
-21% -$3.43M 0.15% 113
2025
Q3 		$16.7M Buy
309,483
+15,441
+5% +$826K 0.18% 100
2025
Q2 		$15.7M Buy
+294,042
New +$15.3M 0.17% 107
2022
Q3 		– Sell
-171,422
Closed -$8.75M – 351
2022
Q2 		$8.75M Sell
171,422
-31,239
-15% -$1.63M 0.14% 133
2022
Q1 		$11.1M Sell
202,661
-33,149
-14% -$1.88M 0.16% 123
2021
Q4 		$14M Buy
235,810
+85,904
+57% +$5.11M 0.18% 121
2021
Q3 		$9M Sell
149,906
-8,043
-5% -$489K 0.12% 132
2021
Q2 		$9.56M Buy
+157,949
New +$9.46M 0.13% 132

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 $49B AUM 17.78% 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 $3.61B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return