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

Vista Investment Partners II’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
-17,777
Closed -$958K – 165
2025
Q4 		$958K Buy
17,777
+943
+6% +$51K 0.41% 64
2025
Q3 		$911K Buy
+16,834
New +$900K 0.42% 59

Other funds holding IGIB

Financial Engines Advisors
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Vista Investment Partners II's IGIB Position: Q1 2026 in Review

Vista Investment Partners II sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q1 2026, closing a stake of 17,777 shares — an estimated $958K sold.

Vista Investment Partners II first reported a position in IGIB in Q3 2025 and held it in 2 quarters. The position peaked at $958K in Q4 2025. 706 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Vista Investment Partners II reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vista Investment Partners II sold 17,777 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $958K.
  • Vista Investment Partners II first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Vista Investment Partners II's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $958K in Q4 2025.
  • 706 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.