iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886380

SecurityIGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership9,528 shares
Latest Disclosed Value $ 507,075
Sowell Financial Services LLC reports 17.72% increase in ownership of IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 9,528 shares of iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF (US:IGIB) valued at $507,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 8,094 shares of iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF. This represents a change in shares of 17.72% during the quarter. The current value of the position is $504,889 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 9,528 1,434 17.72 507 16.28 0.0188
2026-01-21 2025-12-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 8,094 935 13.06 436 12.66 0.0160
2025-10-17 2025-09-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 7,159 29 0.41 387 2.11 0.0149
2025-07-14 2025-06-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 7,130 258 3.75 380 5.28 0.0155
2025-04-17 2025-03-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 6,872 6,872 361 0.0164
2025-02-07 2024-12-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 0 -34,730 -100.00 0 -100.00
2024-10-04 2024-09-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 34,730 568 1.66 1,866 6.57 0.0867
2024-08-13 2024-06-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 34,162 15,105 79.26 1,751 77.41 0.0836
2024-05-03 2024-03-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 19,057 2,645 16.12 987 15.71 0.0466
2024-01-24 2023-12-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 16,412 -6,108 -27.12 853 -22.17 0.0462
2023-11-08 2023-09-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 22,520 3,616 19.13 1,096 14.64 0.0688
2023-08-14 2023-06-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 18,904 18,904 956 0.0533
2023-05-12 2023-03-31 13F iShares Intermedt Term Corp Bond ETF ETF 464288638 0 -22,122 -100.00 0 -100.00
2023-02-09 2022-12-31 13F iShares Intermedt Term Corp Bond ETF ETF 464288638 22,122 22,122 1 0.0709
2021-11-04 2021-09-30 13F ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 0 -22,322 -100.00 0 -100.00
2021-08-05 2021-06-30 13F ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 22,322 -6,628 -22.89 1,351 -22.00 0.0895
2021-05-07 2021-03-31 13F ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 28,950 22,285 334.36 1,732 320.39 0.0603
2021-01-13 2020-12-31 13F ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 6,665 698 11.70 412 13.50 0.0176
2020-11-12 2020-09-30 13F ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 5,967 189 3.27 363 4.01 0.0181
2020-08-13 2020-06-30 13F ISHARES INTERMEDIATE CREDIT BOND ETF ETF 464288638 5,778 -17,200 -74.85 349 -72.35 0.0192
2020-05-12 2020-03-31 13F ISHARES INTERMEDIATE CREDIT BOND ETF ETF 464288638 22,978 2,552 12.49 1,262 6.59 0.0934
2020-02-07 2019-12-31 13F ISHARES INTERMEDIATE CREDIT BOND ETF ETF 464288638 20,426 4,741 30.23 1,184 30.40 0.0902
2019-11-14 2019-09-30 13F ISHARES INTERMEDIATE CREDIT BOND ETF ETF 464288638 15,685 2,545 19.37 908 25.24 0.0750
2019-05-15 2019-03-31 13F ISHARES INTERMEDIATE CREDIT BOND ETF ETF 464288638 13,140 -134 -1.01 725 4.17 0.0809
2019-03-05 2018-12-31 13F ISHARES TR INTRM TR CRP ETF 464288638 13,274 13,274 696 0.0986
2018-08-14 2018-06-30 13F ISHARES TR INTRMD CR BD ETF 464288638 0 -12,325 -100.00 0 -100.00
2018-05-10 2018-03-31 13F ISHARES TR INTRMD CR BD ETF 464288638 12,325 -469 -3.67 1,308 -5.83 0.3268
2018-01-29 2017-12-31 13F ISHARES TR INTRMD CR BD ETF 464288638 12,794 640 5.27 1,389 4.20 0.3396
2017-11-07 2017-09-30 13F ISHARES TR INTRMD CR BD ETF 464288638 12,154 51 0.42 1,333 0.15 0.3475
2017-08-14 2017-06-30 13F ISHARES TR INTERM CR BD ETF 464288638 12,103 9,321 335.05 1,331 334.97 0.3778
2017-05-31 2017-03-31 13F ISHARES TR INTERM CR BD ETF 464288638 2,782 2,350 543.98 306 551.06 0.0904
2017-02-27 2016-12-31 13F Ishares Tr Barclays Inter Cr Bd Fd INTERM CR BD ETF 464288638 432 432 47 0.0157
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.