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

Smartleaf Asset 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 Q1	$3.62M	Sell	68,383 -10,591	-13%	-$570K	0.13%	141
2025 Q4	$4.27M	Buy	78,974 +2,367	+3%	+$128K	0.16%	110
2025 Q3	$4.14M	Buy	76,607 +496	+0.7%	+$26.5K	0.26%	73
2025 Q2	$4.04M	Buy	76,111 +9,251	+14%	+$483K	0.36%	54
2025 Q1	$3.51M	Buy	66,860 +19,695	+42%	+$1.02M	0.34%	60
2024 Q4	$2.43M	Sell	47,165 -2,223	-5%	-$116K	0.25%	86
2024 Q3	$2.66M	Buy	49,388 +298	+0.6%	+$15.7K	0.32%	69
2024 Q2	$2.53M	Sell	49,090 -14,477	-23%	-$737K	0.41%	45
2024 Q1	$3.28M	Sell	63,567 -64	-0.1%	-$3.29K	0.63%	34
2023 Q4	$3.32M	Buy	+63,631	New	+$3.15M	0.89%	18

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Smartleaf Asset Management's IGIB Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q1 2026, selling an estimated $570K and leaving 68,383 shares worth $3.62M. The position accounts for 0.13% of the portfolio, ranked #141.

Smartleaf Asset Management first reported a position in IGIB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.27M in Q4 2025. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Smartleaf Asset Management held 68,383 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $3.62M as of Q1 2026.
Smartleaf Asset Management sold 10,591 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $570K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.13% of Smartleaf Asset Management's portfolio in Q1 2026, its #141 holding.
Smartleaf Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.27M in Q4 2025.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.