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Stokes Family Office’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Stokes Family Office’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 		– Sell
-8,663
Closed -$461K – 286
2026
Q1 		$461K Hold
8,663
– – 0.05% 192
2025
Q4 		$467K Hold
8,663
– – 0.04% 203
2025
Q3 		$469K Hold
8,663
– – 0.04% 187
2025
Q2 		$462K Sell
8,663
-30
-0.3% -$1.57K 0.05% 171
2025
Q1 		$457K Sell
8,693
-303
-3% -$15.7K 0.05% 165
2024
Q4 		$463K Buy
8,996
+461
+5% +$24.1K 0.05% 167
2024
Q3 		$459K Sell
8,535
-150
-2% -$7.91K 0.05% 161
2024
Q2 		$445K Sell
8,685
-250
-3% -$12.7K 0.05% 160
2024
Q1 		$461K Hold
8,935
– – 0.06% 152
2023
Q4 		$465K Sell
8,935
-543
-6% -$26.8K 0.06% 144
2023
Q3 		$461K Hold
9,478
– – 0.05% 193
2023
Q2 		$479K Hold
9,478
– – 0.06% 180
2023
Q1 		$486K Buy
9,478
+88
+0.9% +$4.46K 0.06% 174
2022
Q4 		$465K Buy
+9,390
New +$460K 0.06% 171

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stokes Family Office's IGIB Position: Q2 2026 in Review

Stokes Family Office sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026, closing a stake of 8,663 shares — an estimated $461K sold.

Stokes Family Office first reported a position in IGIB in Q4 2022 and held it in 14 quarters. The position peaked at $486K in Q1 2023. 711 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Stokes Family Office reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stokes Family Office sold 8,663 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $461K.
  • Stokes Family Office first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2022 and held it in 14 quarters.
  • Stokes Family Office's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $486K in Q1 2023.
  • 711 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.