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

Birchwood Financial 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 		$53.2K Hold
1,000
– – 0.04% 163
2026
Q1 		$53.2K Hold
1,000
– – 0.05% 156
2025
Q4 		$53.9K Buy
+1,000
New +$54.1K 0.05% 156

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 22.96% 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

Birchwood Financial Partners's IGIB Position: Q2 2026 in Review

Birchwood Financial Partners held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 1,000 shares worth $53.2K. The position accounts for 0.04% of the portfolio, ranked #163.

Birchwood Financial Partners first reported a position in IGIB in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.9K in Q4 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Birchwood Financial Partners held 1,000 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $53.2K as of Q2 2026.
  • Birchwood Financial Partners left its iShares 5-10 Year Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #163 holding.
  • Birchwood Financial Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $53.9K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.