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

Royal Fund 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
2026
Q2 		$1.9M Buy
35,704
+2,526
+8% +$134K 0.16% 150
2026
Q1 		$1.77M Buy
33,178
+1,913
+6% +$103K 0.17% 148
2025
Q4 		$1.68M Buy
31,265
+22,830
+271% +$1.23M 0.15% 143
2025
Q3 		$456K Sell
8,435
-17,622
-68% -$943K 0.05% 196
2025
Q2 		$1.39M Buy
26,057
+4,059
+18% +$212K 0.14% 172
2025
Q1 		$1.16M Buy
21,998
+9,026
+70% +$469K 0.13% 183
2024
Q4 		$669K Sell
12,972
-19,155
-60% -$1M 0.06% 197
2024
Q3 		$1.73M Buy
32,127
+25,366
+375% +$1.34M 0.1% 174
2024
Q2 		$347K Buy
6,761
+2,193
+48% +$112K 0.03% 241
2024
Q1 		$236K Buy
+4,568
New +$235K 0.02% 281
2020
Q1 		– Sell
-161
Closed -$9K – 648
2019
Q4 		$9K Sell
161
-1,494
-90% -$86.5K ﹤0.01% 428
2019
Q3 		$95K Buy
1,655
+1,620
+4,629% +$93.1K 0.03% 195
2019
Q2 		$1K Buy
+35
New +$1.94K ﹤0.01% 515
2019
Q1 		– Sell
-174
Closed -$9K – 625
2018
Q4 		$9K Buy
+174
New +$9.1K ﹤0.01% 348

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

Royal Fund Management's IGIB Position: Q2 2026 in Review

Royal Fund Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.6% in Q2 2026, buying an estimated $134K and bringing the position to 35,704 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #150.

Royal Fund Management first reported a position in IGIB in Q4 2018 and has held it in 14 quarters since. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Royal Fund Management held 35,704 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.9M as of Q2 2026.
  • Royal Fund Management bought 2,526 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $134K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #150 holding.
  • Royal Fund Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 14 quarters since.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.