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Naples Global Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Naples Global Advisors’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 		$12.6M Buy
237,811
+22,475
+10% +$1.19M 0.78% 32
2026
Q1 		$11.5M Buy
215,336
+31,774
+17% +$1.71M 0.84% 28
2025
Q4 		$9.89M Buy
183,562
+72,722
+66% +$3.93M 0.74% 33
2025
Q3 		$6M Buy
110,840
+9,045
+9% +$484K 0.47% 66
2025
Q2 		$5.42M Buy
101,795
+3,902
+4% +$204K 0.47% 65
2025
Q1 		$5.14M Buy
97,893
+14,604
+18% +$759K 0.49% 65
2024
Q4 		$4.29M Buy
83,289
+12,289
+17% +$644K 0.4% 74
2024
Q3 		$3.81M Buy
71,000
+19,972
+39% +$1.05M 0.35% 84
2024
Q2 		$2.62M Buy
51,028
+6,772
+15% +$345K 0.26% 106
2024
Q1 		$2.28M Buy
44,256
+6,585
+17% +$338K 0.23% 123
2023
Q4 		$1.96M Buy
37,671
+3,833
+11% +$189K 0.22% 127
2023
Q3 		$1.65M Buy
33,838
+1,550
+5% +$77.2K 0.2% 141
2023
Q2 		$1.63M Buy
32,288
+1,601
+5% +$81.4K 0.19% 148
2023
Q1 		$1.57M Buy
30,687
+4,199
+16% +$213K 0.2% 152
2022
Q4 		$1.31M Sell
26,488
-2,679
-9% -$131K 0.17% 178
2022
Q3 		$1.41M Sell
29,167
-2,222
-7% -$114K 0.19% 155
2022
Q2 		$1.6M Sell
31,389
-10,027
-24% -$523K 0.21% 145
2022
Q1 		$2.27M Sell
41,416
-8,883
-18% -$504K 0.26% 121
2021
Q4 		$2.98M Sell
50,299
-5,371
-10% -$320K 0.35% 87
2021
Q3 		$3.34M Buy
55,670
+602
+1% +$36.6K 0.44% 69
2021
Q2 		$3.33M Buy
55,068
+980
+2% +$58.7K 0.46% 65
2021
Q1 		$3.2M Buy
54,088
+5,193
+11% +$314K 0.49% 60
2020
Q4 		$3.02M Buy
48,895
+16,298
+50% +$997K 0.51% 57
2020
Q3 		$1.98M Buy
32,597
+1,769
+6% +$108K 0.39% 77
2020
Q2 		$1.86M Buy
30,828
+3,490
+13% +$203K 0.4% 72
2020
Q1 		$1.5M Buy
27,338
+4,166
+18% +$241K 0.39% 73
2019
Q4 		$1.34M Buy
+23,172
New +$1.34M 0.28% 113
2018
Q4 		– Sell
-3,780
Closed -$201K – 298
2018
Q3 		$201K Sell
3,780
-180
-5% -$9.58K 0.05% 290
2018
Q2 		$210K Sell
3,960
-540
-12% -$28.7K 0.06% 288
2018
Q1 		$241K Sell
4,500
-450
-9% -$24.2K 0.07% 265
2017
Q4 		$270K Hold
4,950
– – 0.08% 252
2017
Q3 		$273K Buy
4,950
+190
+4% +$10.5K 0.09% 244
2017
Q2 		$261K Buy
4,760
+400
+9% +$21.9K 0.09% 239
2017
Q1 		$238K Buy
+4,360
New +$237K 0.09% 244

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Naples Global Advisors's IGIB Position: Q2 2026 in Review

Naples Global Advisors increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 10% in Q2 2026, buying an estimated $1.19M and bringing the position to 237,811 shares worth $12.6M. The position accounts for 0.78% of the portfolio, ranked #32.

Naples Global Advisors first reported a position in IGIB in Q1 2017 and has held it in 34 quarters since. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Naples Global Advisors held 237,811 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $12.6M as of Q2 2026.
  • Naples Global Advisors bought 22,475 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.19M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.78% of Naples Global Advisors's portfolio in Q2 2026, its #32 holding.
  • Naples Global Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2017 and has held it in 34 quarters since.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.