Raymond James Financial’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Raymond James Financial’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	$175M	Buy	3,296,746 +180,797	+6%	+$9.73M	0.05%	319
2025 Q4	$168M	Buy	3,115,949 +215,003	+7%	+$11.6M	0.05%	319
2025 Q3	$157M	Buy	2,900,946 +89,782	+3%	+$4.8M	0.05%	338
2025 Q2	$150M	Buy	2,811,164 +8,503	+0.3%	+$444K	0.05%	331
2025 Q1	$147M	Buy	2,802,661 +481,257	+21%	+$25M	0.06%	313
2024 Q4	$120M	Buy	+2,321,404	New	+$122M	0.04%	373

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Raymond James Financial's IGIB Position: Q1 2026 in Review

Raymond James Financial increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 5.8% in Q1 2026, buying an estimated $9.73M and bringing the position to 3,296,746 shares worth $175M. The position accounts for 0.05% of the portfolio, ranked #319.

Raymond James Financial first reported a position in IGIB in Q4 2024 and has held it in 6 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Raymond James Financial held 3,296,746 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $175M as of Q1 2026.
Raymond James Financial bought 180,797 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $9.73M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #319 holding.
Raymond James Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.