TD Private Client Wealth’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

TD Private Client Wealth’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	$125M	Buy	2,356,271 +282,379	+14%	+$15.2M	2.6%	7
2025 Q4	$112M	Buy	2,073,892 +297,436	+17%	+$16.1M	2.38%	8
2025 Q3	$96.1M	Buy	1,776,456 +327,246	+23%	+$17.5M	2.16%	9
2025 Q2	$77.2M	Buy	1,449,210 +158,812	+12%	+$8.29M	1.9%	11
2025 Q1	$67.8M	Buy	1,290,398 +172,547	+15%	+$8.96M	1.87%	11
2024 Q4	$57.6M	Buy	1,117,851 +309,753	+38%	+$16.2M	1.61%	11
2024 Q3	$43.4M	Buy	808,098 +91,761	+13%	+$4.84M	1.25%	16
2024 Q2	$36.7M	Buy	716,337 +57,078	+9%	+$2.91M	1.16%	19
2024 Q1	$34M	Buy	659,259 +135,350	+26%	+$6.96M	1.12%	19
2023 Q4	$27.2M	Buy	523,909 +424,800	+429%	+$21M	0.98%	21
2023 Q3	$4.82M	Buy	99,109 +30,720	+45%	+$1.53M	0.21%	94
2023 Q2	$3.46M	Buy	68,389 +20,996	+44%	+$1.07M	0.15%	145
2023 Q1	$2.43M	Buy	47,393 +39,112	+472%	+$1.98M	0.11%	190
2022 Q4	$410K	Buy	8,281 +369	+5%	+$18.1K	0.02%	450
2022 Q3	$382K	Hold	7,912	–	–	0.02%	442
2022 Q2	$404K	Buy	7,912 +275	+4%	+$14.3K	0.02%	433
2022 Q1	$419K	Buy	7,637 +2,300	+43%	+$130K	0.02%	447
2021 Q4	$316K	Sell	5,337 -8,914	-63%	-$531K	0.01%	481
2021 Q3	$856K	Buy	14,251 +895	+7%	+$54.4K	0.04%	343
2021 Q2	$808K	Buy	+13,356	New	+$800K	0.03%	352

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 $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TD Private Client Wealth's IGIB Position: Q1 2026 in Review

TD Private Client Wealth increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 14% in Q1 2026, buying an estimated $15.2M and bringing the position to 2,356,271 shares worth $125M. The position accounts for 2.6% of the portfolio, ranked #7.

TD Private Client Wealth first reported a position in IGIB in Q2 2021 and has held it in 20 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

TD Private Client Wealth held 2,356,271 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $125M as of Q1 2026.
TD Private Client Wealth bought 282,379 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.2M.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 2.6% of TD Private Client Wealth's portfolio in Q1 2026, its #7 holding.
TD Private Client Wealth first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2021 and has held it in 20 quarters since.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.