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

Stratos Investment 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 		$4.52M Sell
84,963
-364
-0.4% -$19.3K 0.16% 98
2026
Q1 		$4.54M Buy
85,327
+8,915
+12% +$480K 0.18% 96
2025
Q4 		$4.12M Buy
76,412
+495
+0.7% +$26.8K 0.17% 97
2025
Q3 		$4.11M Sell
75,917
-225
-0.3% -$12K 0.17% 95
2025
Q2 		$4.06M Buy
76,142
+2,208
+3% +$115K 0.19% 94
2025
Q1 		$3.88M Buy
73,934
+3,327
+5% +$173K 0.21% 91
2024
Q4 		$3.64M Buy
70,607
+28,319
+67% +$1.48M 0.22% 82
2024
Q3 		$2.27M Buy
+42,288
New +$2.23M 0.16% 95
2022
Q2 		– Sell
-6,865
Closed -$377K – 157
2022
Q1 		$377K Buy
6,865
+32
+0.5% +$1.81K 0.06% 128
2021
Q4 		$405K Buy
6,833
+865
+14% +$51.5K 0.06% 131
2021
Q3 		$358K Buy
5,968
+924
+18% +$56.1K 0.06% 176
2021
Q2 		$305K Sell
5,044
-670
-12% -$40.1K 0.08% 106
2021
Q1 		$338K Sell
5,714
-2,600
-31% -$157K 0.11% 101
2020
Q4 		$514K Sell
8,314
-2,339
-22% -$143K 0.16% 91
2020
Q3 		$648K Buy
10,653
+7,196
+208% +$439K 0.24% 83
2020
Q2 		$209K Buy
+3,457
New +$201K 0.09% 103

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 22.9% 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

Stratos Investment Management's IGIB Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.43% in Q2 2026, selling an estimated $19.3K and leaving 84,963 shares worth $4.52M. The position accounts for 0.16% of the portfolio, ranked #98.

Stratos Investment Management first reported a position in IGIB in Q2 2020 and has held it in 16 quarters since. The position peaked at $4.54M in Q1 2026. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Stratos Investment Management held 84,963 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.52M as of Q2 2026.
  • Stratos Investment Management sold 364 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $19.3K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.16% of Stratos Investment Management's portfolio in Q2 2026, its #98 holding.
  • Stratos Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • Stratos Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $4.54M in Q1 2026.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.