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

Rossby 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
Q2 		$283K Sell
5,329
-519
-9% -$27.6K 0.05% 314
2026
Q1 		$310K Buy
5,848
+621
+12% +$33.4K 0.06% 273
2025
Q4 		$282K Buy
5,227
+287
+6% +$15.5K 0.09% 210
2025
Q3 		$267K Sell
4,940
-327
-6% -$17.5K 0.09% 225
2025
Q2 		$281K Sell
5,267
-24
-0.5% -$1.25K 0.1% 196
2025
Q1 		$277K Sell
5,291
-33
-0.6% -$1.71K 0.12% 180
2024
Q4 		$274K Buy
+5,324
New +$279K 0.17% 141

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

Rossby Financial's IGIB Position: Q2 2026 in Review

Rossby Financial reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 8.9% in Q2 2026, selling an estimated $27.6K and leaving 5,329 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #314.

Rossby Financial first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $310K in Q1 2026. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Rossby Financial held 5,329 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $283K as of Q2 2026.
  • Rossby Financial sold 519 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Rossby Financial's portfolio in Q2 2026, its #314 holding.
  • Rossby Financial first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $310K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.