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

Sunbelt Securities’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 		$301K Sell
5,653
-12
-0.2% -$646 0.02% 527
2025
Q4 		$305K Sell
5,665
-31
-0.5% -$1.68K 0.02% 530
2025
Q3 		$308K Buy
5,696
+1,946
+52% +$104K 0.02% 523
2025
Q2 		$193K Sell
3,750
-7,784
-67% -$406K 0.02% 592
2025
Q1 		$606K Buy
11,534
+7,784
+208% +$404K 0.05% 278
2024
Q4 		$194K Buy
3,750
+750
+25% +$39.3K 0.02% 592
2024
Q3 		$161K Hold
3,000
– – 0.02% 653
2024
Q2 		$154K Buy
+3,000
New +$153K 0.02% 633
2021
Q4 		– Sell
-3,427
Closed -$208K – 489
2021
Q3 		$208K Hold
3,427
– – 0.04% 422
2021
Q2 		$208K Buy
+3,427
New +$205K 0.04% 420
2020
Q1 		– Sell
-4,791
Closed -$278K – 504
2019
Q4 		$278K Buy
4,791
+1,297
+37% +$75.1K 0.03% 463
2019
Q3 		$202K Buy
+3,494
New +$201K 0.02% 517

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
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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Sunbelt Securities's IGIB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.21% in Q1 2026, selling an estimated $646 and leaving 5,653 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #527.

Sunbelt Securities first reported a position in IGIB in Q3 2019 and has held it in 12 quarters since. The position peaked at $606K in Q1 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Sunbelt Securities held 5,653 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $301K as of Q1 2026.
  • Sunbelt Securities sold 12 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $646.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #527 holding.
  • Sunbelt Securities first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 12 quarters since.
  • Sunbelt Securities's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $606K in Q1 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.