TCM
IGIB icon

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

Thoma Capital Management’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 		$36M Buy
677,770
+39,119
+6% +$2.08M 19.22% 2
2026
Q1 		$34M Buy
638,651
+14,005
+2% +$754K 20.1% 2
2025
Q4 		$33.7M Sell
624,646
-56,408
-8% -$3.05M 19.39% 2
2025
Q3 		$36.8M Buy
681,054
+66,427
+11% +$3.55M 21.16% 2
2025
Q2 		$32.8M Buy
614,627
+45,789
+8% +$2.39M 20.85% 2
2025
Q1 		$29.9M Buy
568,838
+35,965
+7% +$1.87M 20.9% 1
2024
Q4 		$27.4M Buy
+532,873
New +$27.9M 18.8% 2

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

Thoma Capital Management's IGIB Position: Q2 2026 in Review

Thoma Capital Management increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.1% in Q2 2026, buying an estimated $2.08M and bringing the position to 677,770 shares worth $36M. The position accounts for 19.22% of the portfolio, ranked #2.

Thoma Capital Management first reported a position in IGIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.8M in Q3 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Thoma Capital Management held 677,770 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $36M as of Q2 2026.
  • Thoma Capital Management bought 39,119 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.08M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 19.22% of Thoma Capital Management's portfolio in Q2 2026, its #2 holding.
  • Thoma Capital Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Thoma Capital Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $36.8M in Q3 2025.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.