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

BSW 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	$346K	Hold	6,500	–	–	0.04%	231
2026 Q1	$346K	Hold	6,500	–	–	0.04%	223
2025 Q4	$350K	Hold	6,500	–	–	0.04%	216
2025 Q3	$352K	Hold	6,500	–	–	0.04%	227
2025 Q2	$346K	Hold	6,500	–	–	0.05%	216
2025 Q1	$341K	Hold	6,500	–	–	0.05%	215
2024 Q4	$335K	Hold	6,500	–	–	0.05%	215
2024 Q3	$349K	Buy	+6,500	New	+$343K	0.05%	208

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

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

BSW Wealth Partners held its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) position steady in Q2 2026 at 6,500 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #231.

BSW Wealth Partners first reported a position in IGIB in Q3 2024 and has held it in 8 quarters since. The position peaked at $352K in Q3 2025. 707 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

BSW Wealth Partners held 6,500 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $346K as of Q2 2026.
BSW Wealth 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 BSW Wealth Partners's portfolio in Q2 2026, its #231 holding.
BSW Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
BSW Wealth Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $352K in Q3 2025.
707 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.