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

TCTC Holdings’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	5,655 -232	-4%	-$12.5K	0.01%	191
2025 Q4	$317K	Sell	5,887 -191	-3%	-$10.3K	0.01%	186
2025 Q3	$329K	Buy	6,078 +2,580	+74%	+$138K	0.01%	177
2025 Q2	$186K	Sell	3,498 -54	-2%	-$2.82K	0.01%	210
2025 Q1	$187K	Buy	3,552 +1,499	+73%	+$77.9K	0.01%	207
2024 Q4	$106K	Hold	2,053	–	–	﹤0.01%	249
2024 Q3	$110K	Buy	+2,053	New	+$108K	﹤0.01%	247
2017 Q2	–	Sell	-6,000	Closed	-$327K	–	170
2017 Q1	$327K	Buy	+6,000	New	+$326K	0.02%	148

Other funds holding IGIB

Financial Engines Advisors

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return