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

Stephens Inc’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 		$7.16M Sell
134,472
-682
-0.5% -$36.7K 0.09% 216
2025
Q4 		$7.28M Sell
135,154
-2,426
-2% -$131K 0.09% 222
2025
Q3 		$7.44M Sell
137,580
-301
-0.2% -$16.1K 0.09% 214
2025
Q2 		$7.35M Sell
137,881
-2,516
-2% -$131K 0.1% 212
2025
Q1 		$7.37M Sell
140,397
-9,187
-6% -$477K 0.11% 200
2024
Q4 		$7.71M Sell
149,584
-11,039
-7% -$578K 0.11% 193
2024
Q3 		$8.63M Sell
160,623
-601
-0.4% -$31.7K 0.12% 180
2024
Q2 		$8.26M Buy
161,224
+1,513
+0.9% +$77K 0.13% 180
2024
Q1 		$8.24M Sell
159,711
-20,544
-11% -$1.06M 0.13% 188
2023
Q4 		$9.37M Sell
180,255
-101,102
-36% -$5M 0.16% 148
2023
Q3 		$13.7M Buy
281,357
+99,372
+55% +$4.95M 0.26% 91
2023
Q2 		$9.2M Sell
181,985
-15,682
-8% -$797K 0.17% 149
2023
Q1 		$10.1M Buy
197,667
+35
+0% +$1.77K 0.19% 120
2022
Q4 		$9.78M Sell
197,632
-171
-0.1% -$8.38K 0.2% 125
2022
Q3 		$9.55M Sell
197,803
-13,090
-6% -$669K 0.2% 121
2022
Q2 		$10.8M Sell
210,893
-20,765
-9% -$1.08M 0.22% 105
2022
Q1 		$12.7M Sell
231,658
-83,874
-27% -$4.76M 0.21% 107
2021
Q4 		$18.7M Sell
315,532
-8,567
-3% -$510K 0.28% 83
2021
Q3 		$19.5M Buy
324,099
+10,962
+4% +$666K 0.3% 77
2021
Q2 		$19M Buy
313,137
+590
+0.2% +$35.3K 0.28% 84
2021
Q1 		$18.5M Buy
312,547
+18,340
+6% +$1.11M 0.3% 84
2020
Q4 		$18.2M Sell
294,207
-42,328
-13% -$2.59M 0.33% 76
2020
Q3 		$20.5M Buy
336,535
+15,731
+5% +$960K 0.4% 55
2020
Q2 		$19.4M Buy
320,804
+16,627
+5% +$969K 0.42% 50
2020
Q1 		$16.7M Sell
304,177
-3,830
-1% -$221K 0.44% 47
2019
Q4 		$17.9M Sell
308,007
-805
-0.3% -$46.6K 0.37% 64
2019
Q3 		$17.9M Buy
308,812
+10,840
+4% +$623K 0.39% 61
2019
Q2 		$17M Buy
297,972
+18,545
+7% +$1.03M 0.38% 66
2019
Q1 		$15.4M Buy
279,427
+7,976
+3% +$429K 0.37% 66
2018
Q4 		$14.2M Sell
271,451
-116
-0% -$6.07K 0.4% 56
2018
Q3 		$14.4M Buy
271,567
+3,745
+1% +$199K 0.36% 59
2018
Q2 		$14.2M Buy
+267,822
New +$14.2M 0.43% 50
2014
Q1 		– Sell
-273,706
Closed -$14.8M – 855
2013
Q4 		$14.8M Buy
273,706
+6,500
+2% +$352K 0.73% 17
2013
Q3 		$14.4M Buy
267,206
+8,932
+3% +$480K 0.78% 18
2013
Q2 		$13.9M Buy
+258,274
New +$14.3M 0.78% 18

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Stephens Inc's IGIB Position: Q1 2026 in Review

Stephens Inc reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.5% in Q1 2026, selling an estimated $36.7K and leaving 134,472 shares worth $7.16M. The position accounts for 0.09% of the portfolio, ranked #216.

Stephens Inc first reported a position in IGIB in Q2 2013 and has held it in 35 quarters since. The position peaked at $20.5M in Q3 2020. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Stephens Inc held 134,472 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $7.16M as of Q1 2026.
  • Stephens Inc sold 682 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $36.7K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.09% of Stephens Inc's portfolio in Q1 2026, its #216 holding.
  • Stephens Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 35 quarters since.
  • Stephens Inc's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $20.5M in Q3 2020.
  • 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.