BCK Partners
IGIB icon

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

BCK 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
Q3 		$22.2M Buy
441,895
+18,763
+4% +$976K 10.84% 5
2026
Q2 		$22.5M Buy
423,132
+27,218
+7% +$1.45M 10.85% 5
2026
Q1 		$21.1M Buy
395,914
+11,051
+3% +$595K 11.38% 5
2025
Q4 		$20.7M Buy
384,863
+9,474
+3% +$512K 11.21% 5
2025
Q3 		$20.3M Buy
375,389
+12,438
+3% +$665K 10.93% 5
2025
Q2 		$19.3M Buy
362,951
+3,415
+0.9% +$178K 11.35% 4
2025
Q1 		$18.9M Buy
359,536
+5,203
+1% +$270K 11.78% 4
2024
Q4 		$18.3M Sell
354,333
-99,623
-22% -$5.22M 11.19% 4
2024
Q3 		$24.4M Buy
453,956
+54,396
+14% +$2.87M 11.64% 4
2024
Q2 		$20.5M Buy
399,560
+29,912
+8% +$1.52M 10.59% 5
2024
Q1 		$19.1M Buy
369,648
+14,213
+4% +$730K 10.21% 5
2023
Q4 		$18.5M Buy
355,435
+30,516
+9% +$1.51M 10.49% 5
2023
Q3 		$15.8M Buy
324,919
+9,108
+3% +$453K 9.86% 5
2023
Q2 		$16M Buy
315,811
+34,049
+12% +$1.73M 9.99% 5
2023
Q1 		$14.4M Buy
281,762
+18,501
+7% +$937K 9.39% 5
2022
Q4 		$13M Buy
263,261
+52,733
+25% +$2.58M 8.84% 5
2022
Q3 		$10.2M Sell
210,528
-73,896
-26% -$3.78M 7.35% 5
2022
Q2 		$14.5M Buy
284,424
+1,671
+0.6% +$87.1K 10.16% 5
2022
Q1 		$15.5M Buy
282,753
+15,138
+6% +$858K 9.56% 5
2021
Q4 		$15.9M Buy
267,615
+25,654
+11% +$1.53M 9.5% 5
2021
Q3 		$14.5M Buy
241,961
+31,467
+15% +$1.91M 9.23% 5
2021
Q2 		$12.7M Buy
210,494
+46,959
+29% +$2.81M 8.42% 5
2021
Q1 		$9.8M Buy
163,535
+59,126
+57% +$3.58M 6.97% 5
2020
Q4 		$6.45M Buy
+104,409
New +$6.39M 5.62% 5

Other funds holding IGIB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

BCK Partners's IGIB Position: Q3 2026 in Review

BCK Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 4.4% in Q3 2026, buying an estimated $976K and bringing the position to 441,895 shares worth $22.2M. The position accounts for 10.84% of the portfolio, ranked #5.

BCK Partners first reported a position in IGIB in Q4 2020 and has held it in 24 quarters since. The position peaked at $24.4M in Q3 2024. 320 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

  • BCK Partners held 441,895 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $22.2M as of Q3 2026.
  • BCK Partners bought 18,763 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $976K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 10.84% of BCK Partners's portfolio in Q3 2026, its #5 holding.
  • BCK Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • BCK Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $24.4M in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

Based on BCK Partners's 13F filing for Q3 2026, filed 23 Oct 2026.