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

SCS Capital 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	$2.98M	Sell	56,117 -2,813	-5%	-$150K	0.03%	187
2026 Q1	$3.14M	Hold	58,930	–	–	0.03%	176
2025 Q4	$3.18M	Hold	58,930	–	–	0.03%	177
2025 Q3	$3.19M	Hold	58,930	–	–	0.03%	179
2025 Q2	$3.14M	Hold	58,930	–	–	0.03%	185
2025 Q1	$3.1M	Buy	+58,930	New	+$3.06M	0.04%	153

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 22.96% 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

SCS Capital Management's IGIB Position: Q2 2026 in Review

SCS Capital Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.8% in Q2 2026, selling an estimated $150K and leaving 56,117 shares worth $2.98M. The position accounts for 0.03% of the portfolio, ranked #187.

SCS Capital Management first reported a position in IGIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.19M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

SCS Capital Management held 56,117 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.98M as of Q2 2026.
SCS Capital Management sold 2,813 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $150K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.03% of SCS Capital Management's portfolio in Q2 2026, its #187 holding.
SCS Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3.19M in Q3 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.