Van Hulzen Asset Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Van Hulzen Asset 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 Q1	$4.07M	Sell	76,535 -2,484	-3%	-$134K	0.3%	72
2025 Q4	$4.26M	Sell	79,019 -2,662	-3%	-$144K	0.31%	68
2025 Q3	$4.42M	Sell	81,681 -9,571	-10%	-$512K	0.33%	65
2025 Q2	$4.86M	Buy	91,252 +2,606	+3%	+$136K	0.41%	61
2025 Q1	$4.66M	Sell	88,646 -1,079	-1%	-$56K	0.42%	59
2024 Q4	$4.62M	Buy	89,725 +5,843	+7%	+$306K	0.34%	66
2024 Q3	$4.51M	Sell	83,882 -5,754	-6%	-$303K	0.33%	69
2024 Q2	$4.59M	Sell	89,636 -421	-0.5%	-$21.4K	0.31%	66
2024 Q1	$4.65M	Buy	90,057 +792	+0.9%	+$40.7K	0.31%	69
2023 Q4	$4.64M	Buy	89,265 +3,120	+4%	+$154K	0.33%	63
2023 Q3	$4.19M	Sell	86,145 -535	-0.6%	-$26.6K	0.32%	66
2023 Q2	$4.38M	Sell	86,680 -2,271	-3%	-$115K	0.37%	60
2023 Q1	$4.56M	Sell	88,951 -6,592	-7%	-$334K	0.43%	57
2022 Q4	$4.73M	Sell	95,543 -35,538	-27%	-$1.74M	0.55%	52
2022 Q3	$6.33M	Sell	131,081 -11,744	-8%	-$600K	0.78%	43
2022 Q2	$7.29M	Sell	142,825 -4,786	-3%	-$250K	0.87%	36
2022 Q1	$8.1M	Sell	147,611 -413	-0.3%	-$23.4K	0.86%	36
2021 Q4	$8.77M	Sell	148,024 -5,577	-4%	-$332K	0.96%	32
2021 Q3	$9.22M	Buy	153,601 +345	+0.2%	+$21K	1.37%	23
2021 Q2	$9.28M	Sell	153,256 -2,166	-1%	-$130K	1.39%	25
2021 Q1	$9.21M	Sell	155,422 -9,135	-6%	-$553K	1.47%	20
2020 Q4	$10.2M	Sell	164,557 -11,435	-6%	-$700K	1.54%	17
2020 Q3	$10.7M	Buy	175,992 +48,528	+38%	+$2.96M	1.61%	16
2020 Q2	$7.7M	Buy	127,464 +82,081	+181%	+$4.78M	1.16%	27
2020 Q1	$2.49M	Buy	45,383 +29,738	+190%	+$1.72M	0.54%	45
2019 Q4	$907K	Buy	+15,645	New	+$906K	0.18%	94
2019 Q3	–	Sell	-3,973	Closed	-$226K	–	273
2019 Q2	$226K	Buy	+3,973	New	+$220K	0.05%	234

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

Van Hulzen Asset Management's IGIB Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 3.1% in Q1 2026, selling an estimated $134K and leaving 76,535 shares worth $4.07M. The position accounts for 0.3% of the portfolio, ranked #72.

Van Hulzen Asset Management first reported a position in IGIB in Q2 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q3 2020. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

Van Hulzen Asset Management held 76,535 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $4.07M as of Q1 2026.
Van Hulzen Asset Management sold 2,484 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $134K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.3% of Van Hulzen Asset Management's portfolio in Q1 2026, its #72 holding.
Van Hulzen Asset Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2019 and has held it in 27 quarters since.
Van Hulzen Asset Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $10.7M in Q3 2020.
705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.