Matthew Hamilton Rosenberg’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Matthew Hamilton Rosenberg’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	$1.38K	Hold	26	–	–	﹤0.01%	750
2026 Q1	$1.38K	Hold	26	–	–	﹤0.01%	746
2025 Q4	$1.4K	Hold	26	–	–	﹤0.01%	760
2025 Q3	$1.41K	Hold	26	–	–	﹤0.01%	764
2025 Q2	$1.39K	Hold	26	–	–	﹤0.01%	796
2025 Q1	$1.37K	Sell	26 -31	-54%	-$1.61K	﹤0.01%	780
2024 Q4	$2.94K	Hold	57	–	–	﹤0.01%	730
2024 Q3	$3.06K	Hold	57	–	–	﹤0.01%	727
2024 Q2	$2.9K	Hold	57	–	–	﹤0.01%	697
2024 Q1	$2.91K	Hold	57	–	–	﹤0.01%	736
2023 Q4	$2.96K	Hold	57	–	–	﹤0.01%	743
2023 Q3	$2.77K	Hold	57	–	–	﹤0.01%	735
2023 Q2	$2.88K	Sell	57 -80	-58%	-$4.07K	﹤0.01%	733
2023 Q1	$7.03K	Hold	137	–	–	﹤0.01%	705
2022 Q4	$6.78K	Sell	137 -116	-46%	-$5.69K	﹤0.01%	702
2022 Q3	$12K	Sell	253 -37	-13%	-$1.89K	﹤0.01%	623
2022 Q2	$15K	Hold	290	–	–	0.01%	606
2022 Q1	$16K	Sell	290 -171	-37%	-$9.7K	0.01%	584
2021 Q4	$27K	Buy	461 +37	+9%	+$2.2K	0.01%	493
2021 Q3	$25K	Buy	+424	New	+$25.8K	0.01%	482

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

Matthew Hamilton Rosenberg's IGIB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 26 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Matthew Hamilton Rosenberg first reported a position in IGIB in Q3 2021 and has held it in 20 quarters since. The position peaked at $27K in Q4 2021. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Matthew Hamilton Rosenberg held 26 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.38K as of Q2 2026.
Matthew Hamilton Rosenberg 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 Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #750 holding.
Matthew Hamilton Rosenberg first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $27K in Q4 2021.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.