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

Simplex Trading’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	$265	Buy	+5	New	+$266	﹤0.01%	9026
2026 Q1	–	Sell	-58	Closed	-$3.13K	–	9553
2025 Q4	$3.13K	Buy	58 +11	+23%	+$595	﹤0.01%	7669
2025 Q3	$2K	Buy	+47	New	+$2.51K	﹤0.01%	8651
2022 Q3	–	Sell	-1,595	Closed	-$81K	–	10351
2022 Q2	$81K	Buy	+1,595	New	+$83.2K	﹤0.01%	5844
2022 Q1	–	Sell	-100	Closed	-$5K	–	10844
2021 Q4	$5K	Sell	100 -200	-67%	-$11.9K	﹤0.01%	9522
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	8520
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	8673
2021 Q1	$17K	Buy	+300	New	+$18.1K	﹤0.01%	7580
2020 Q4	–	Sell	-552	Closed	-$33K	–	8657
2020 Q3	$33K	Sell	552 -436	-44%	-$26.6K	﹤0.01%	5985
2020 Q2	$59K	Sell	988 -59	-6%	-$3.44K	﹤0.01%	5336
2020 Q1	$57K	Buy	+1,047	New	+$60.5K	﹤0.01%	4993

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

Simplex Trading's IGIB Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 5 shares worth $265. The stake represents ﹤0.01% of the portfolio and ranks #9026 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IGIB as recently as Q4 2025.

Simplex Trading first reported a position in IGIB in Q1 2020 and has held it in 11 quarters since. The position peaked at $81K in Q2 2022. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Simplex Trading held 5 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $265 as of Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF was a new Simplex Trading position in Q2 2026.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #9026 holding.
Simplex Trading first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and has held it in 11 quarters since.
Simplex Trading's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $81K in Q2 2022.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.