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

Truvestments 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 Q1	–	Sell	-31	Closed	-$1.67K	–	1201
2025 Q4	$1.67K	Buy	+31	New	+$1.68K	﹤0.01%	893
2021 Q4	–	Sell	-87	Closed	-$5K	–	629
2021 Q3	$5K	Hold	87	–	–	﹤0.01%	452
2021 Q2	$5K	Hold	87	–	–	﹤0.01%	459
2021 Q1	$5K	Hold	87	–	–	﹤0.01%	523
2020 Q4	$5K	Buy	+87	New	+$5.32K	﹤0.01%	492
2020 Q3	–	Sell	-100	Closed	-$6K	–	422
2020 Q2	$6K	Hold	100	–	–	0.01%	451
2020 Q1	$5K	Buy	+100	New	+$5.78K	0.01%	415

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Truvestments Capital's IGIB Position: Q1 2026 in Review

Truvestments Capital sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 31 shares — an estimated $1.67K sold.

Truvestments Capital first reported a position in IGIB in Q1 2020 and held it in 7 quarters. The position peaked at $6K in Q2 2020. 709 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Truvestments Capital reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Truvestments Capital sold 31 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.67K.
Truvestments Capital first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
Truvestments Capital's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $6K in Q2 2020.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.