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

Meritage Portfolio 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
2025
Q4 		$3.82M Buy
70,924
+1,606
+2% +$86.8K 0.25% 121
2025
Q3 		$3.75M Buy
69,318
+920
+1% +$49.2K 0.25% 117
2025
Q2 		$3.64M Sell
68,398
-1,761
-3% -$91.9K 0.23% 120
2025
Q1 		$3.68M Sell
70,159
-5,537
-7% -$288K 0.24% 115
2024
Q4 		$3.9M Buy
75,696
+5,183
+7% +$271K 0.24% 118
2024
Q3 		$3.79M Sell
70,513
-4,414
-6% -$233K 0.23% 132
2024
Q2 		$3.84M Sell
74,927
-2,807
-4% -$143K 0.24% 124
2024
Q1 		$4.01M Sell
77,734
-4,789
-6% -$246K 0.26% 123
2023
Q4 		$4.29M Buy
82,523
+3,279
+4% +$162K 0.28% 111
2023
Q3 		$3.85M Buy
79,244
+762
+1% +$37.9K 0.28% 116
2023
Q2 		$3.97M Buy
78,482
+14,048
+22% +$714K 0.28% 119
2023
Q1 		$3.3M Buy
64,434
+2,342
+4% +$119K 0.25% 130
2022
Q4 		$3.07M Sell
62,092
-4,626
-7% -$227K 0.24% 138
2022
Q3 		$3.22M Sell
66,718
-38,136
-36% -$1.95M 0.27% 117
2022
Q2 		$5.35M Sell
104,854
-8,384
-7% -$437K 0.42% 78
2022
Q1 		$6.21M Sell
113,238
-44,040
-28% -$2.5M 0.38% 77
2021
Q4 		$9.32M Buy
157,278
+11,749
+8% +$699K 0.53% 49
2021
Q3 		$8.74M Buy
145,529
+8,940
+7% +$543K 0.52% 49
2021
Q2 		$8.27M Buy
136,589
+26,194
+24% +$1.57M 0.5% 55
2021
Q1 		$6.54M Buy
110,395
+17,660
+19% +$1.07M 0.44% 62
2020
Q4 		$5.73M Buy
+92,735
New +$5.67M 0.42% 59

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Meritage Portfolio Management's IGIB Position: Q4 2025 in Review

Meritage Portfolio Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 2.3% in Q4 2025, buying an estimated $86.8K and bringing the position to 70,924 shares worth $3.82M. The position accounts for 0.25% of the portfolio, ranked #121.

Meritage Portfolio Management first reported a position in IGIB in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.32M in Q4 2021. 689 funds tracked by Wall St. Rank hold IGIB as of Q4 2025.

  • Meritage Portfolio Management held 70,924 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.82M as of Q4 2025.
  • Meritage Portfolio Management bought 1,606 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $86.8K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.25% of Meritage Portfolio Management's portfolio in Q4 2025, its #121 holding.
  • Meritage Portfolio Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Meritage Portfolio Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $9.32M in Q4 2021.
  • 689 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.