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

TAGStone Capital’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 		$2.84M Buy
53,409
+5,569
+12% +$296K 0.9% 31
2026
Q1 		$2.55M Buy
47,840
+3,568
+8% +$192K 0.9% 32
2025
Q4 		$2.39M Sell
44,272
-974
-2% -$52.6K 0.89% 29
2025
Q3 		$2.45M Sell
45,246
-1,154
-2% -$61.7K 0.97% 28
2025
Q2 		$2.47M Buy
46,400
+364
+0.8% +$19K 1.02% 28
2025
Q1 		$2.42M Buy
46,036
+10,801
+31% +$561K 1.19% 25
2024
Q4 		$1.81M Sell
35,235
-34
-0.1% -$1.78K 0.89% 28
2024
Q3 		$1.9M Buy
35,269
+17
+0% +$896 0.97% 26
2024
Q2 		$1.81M Buy
35,252
+53
+0.2% +$2.7K 1.02% 25
2024
Q1 		$1.82M Sell
35,199
-1,938
-5% -$99.6K 1.06% 26
2023
Q4 		$1.93M Buy
37,137
+27,289
+277% +$1.35M 1.26% 22
2023
Q3 		$479K Buy
9,848
+71
+0.7% +$3.54K 0.35% 53
2023
Q2 		$494K Sell
9,777
-1,368
-12% -$69.5K 0.36% 53
2023
Q1 		$572K Buy
11,145
+6,741
+153% +$341K 0.43% 47
2022
Q4 		$218K Buy
4,404
+48
+1% +$2.35K 0.18% 69
2022
Q3 		$210K Buy
+4,356
New +$223K 0.2% 69

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

TAGStone Capital's IGIB Position: Q2 2026 in Review

TAGStone Capital increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 12% in Q2 2026, buying an estimated $296K and bringing the position to 53,409 shares worth $2.84M. The position accounts for 0.9% of the portfolio, ranked #31.

TAGStone Capital first reported a position in IGIB in Q3 2022 and has held it in 16 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • TAGStone Capital held 53,409 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.84M as of Q2 2026.
  • TAGStone Capital bought 5,569 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $296K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.9% of TAGStone Capital's portfolio in Q2 2026, its #31 holding.
  • TAGStone Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.