Royal Fund Management
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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
Q3 		$1.79M Sell
35,604
-100
-0.3% -$5.2K 0.14% 165
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Royal Fund Management's IGIB Position: Q3 2026 in Review

Royal Fund Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.28% in Q3 2026, selling an estimated $5.2K and leaving 35,604 shares worth $1.79M. The position accounts for 0.14% of the portfolio, ranked #165.

Royal Fund Management first reported a position in IGIB in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.9M in Q2 2026. 458 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • Royal Fund Management held 35,604 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $1.79M as of Q3 2026.
  • Royal Fund Management sold 100 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $5.2K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.14% of Royal Fund Management's portfolio in Q3 2026, its #165 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 15 quarters since.
  • Royal Fund Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $1.9M in Q2 2026.
  • 458 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.