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SS
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
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
$49B AUM
17.78%
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
$3.61B AUM
15.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AC
Allstate Corporation
Northbrook, Illinois
$9.35B AUM
16.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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