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

Vista Investment 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 		$210K Sell
3,947
-275
-7% -$14.6K 0.06% 171
2026
Q1 		$225K Hold
4,222
– – 0.07% 166
2025
Q4 		$227K Hold
4,222
– – 0.08% 165
2025
Q3 		$228K Hold
4,222
– – 0.08% 162
2025
Q2 		$225K Sell
4,222
-30
-0.7% -$1.57K 0.08% 162
2025
Q1 		$223K Hold
4,252
– – 0.09% 163
2024
Q4 		$219K Buy
4,252
+57
+1% +$2.98K 0.08% 167
2024
Q3 		$225K Hold
4,195
– – 0.08% 163
2024
Q2 		$215K Buy
+4,195
New +$214K 0.09% 167

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 22.9% 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

Vista Investment Management's IGIB Position: Q2 2026 in Review

Vista Investment Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.5% in Q2 2026, selling an estimated $14.6K and leaving 3,947 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #171.

Vista Investment Management first reported a position in IGIB in Q2 2024 and has held it in 9 quarters since. The position peaked at $228K in Q3 2025. 712 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Vista Investment Management held 3,947 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $210K as of Q2 2026.
  • Vista Investment Management sold 275 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $14.6K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.06% of Vista Investment Management's portfolio in Q2 2026, its #171 holding.
  • Vista Investment Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Vista Investment Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $228K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.