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

Rothschild Investment LLC’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	$147K	Buy	2,765 +2,009	+266%	+$107K	0.01%	945
2026 Q1	$40.2K	Buy	756 +6	+0.8%	+$323	﹤0.01%	1188
2025 Q4	$40.4K	Buy	+750	New	+$40.5K	﹤0.01%	1089
2025 Q3	–	Sell	-455	Closed	-$24.2K	–	3195
2025 Q2	$24.2K	Hold	455	–	–	﹤0.01%	975
2025 Q1	$23.9K	Hold	455	–	–	﹤0.01%	948
2024 Q4	$23.4K	Hold	455	–	–	﹤0.01%	966
2024 Q3	$24.4K	Hold	455	–	–	﹤0.01%	951
2024 Q2	$23.3K	Buy	+455	New	+$23.2K	﹤0.01%	934

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 22.9% 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

Rothschild Investment LLC's IGIB Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 266% in Q2 2026, buying an estimated $107K and bringing the position to 2,765 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #945.

Rothschild Investment LLC first reported a position in IGIB in Q2 2024 and has held it in 8 quarters since. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Rothschild Investment LLC held 2,765 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $147K as of Q2 2026.
Rothschild Investment LLC bought 2,009 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $107K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #945 holding.
Rothschild Investment LLC first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.