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

Axis Wealth Partners’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	$598K	Sell	11,245 -25	-0.2%	-$1.33K	0.29%	94
2026 Q1	$600K	Buy	11,270 +1,981	+21%	+$107K	0.32%	85
2025 Q4	$501K	Sell	9,289 -3,885	-29%	-$210K	0.28%	103
2025 Q3	$713K	Sell	13,174 -1,328	-9%	-$71K	0.42%	67
2025 Q2	$773K	Sell	14,502 -285	-2%	-$14.9K	0.51%	56
2025 Q1	$777K	Buy	+14,787	New	+$768K	0.57%	54

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 22.96% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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

Axis Wealth Partners's IGIB Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.22% in Q2 2026, selling an estimated $1.33K and leaving 11,245 shares worth $598K. The position accounts for 0.29% of the portfolio, ranked #94.

Axis Wealth Partners first reported a position in IGIB in Q1 2025 and has held it in 6 quarters since. The position peaked at $777K in Q1 2025. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Axis Wealth Partners held 11,245 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $598K as of Q2 2026.
Axis Wealth Partners sold 25 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.33K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.29% of Axis Wealth Partners's portfolio in Q2 2026, its #94 holding.
Axis Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Axis Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $777K in Q1 2025.
709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.