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

Chicago Partners Investment Group’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 		$17.8M Buy
341,081
+40,331
+13% +$2.14M 0.36% 60
2026
Q1 		$16.1M Buy
300,750
+58,258
+24% +$3.14M 0.36% 61
2025
Q4 		$13.1M Buy
242,492
+39,273
+19% +$2.12M 0.32% 63
2025
Q3 		$11.1M Buy
203,219
+16,631
+9% +$890K 0.29% 69
2025
Q2 		$9.9M Sell
186,588
-27,206
-13% -$1.42M 0.29% 73
2025
Q1 		$11.2M Buy
213,794
+6,431
+3% +$334K 0.37% 64
2024
Q4 		$10.6M Buy
207,363
+7,878
+4% +$413K 0.35% 65
2024
Q3 		$10.5M Buy
199,485
+55,301
+38% +$2.92M 0.37% 61
2024
Q2 		$7.51M Buy
144,184
+21,167
+17% +$1.08M 0.29% 79
2024
Q1 		$6.2M Buy
123,017
+18,797
+18% +$966K 0.26% 85
2023
Q4 		$5.35M Buy
104,220
+38,179
+58% +$1.89M 0.25% 94
2023
Q3 		$3.15M Buy
66,041
+21,875
+50% +$1.09M 0.17% 123
2023
Q2 		$2.21M Buy
44,166
+27,517
+165% +$1.4M 0.11% 168
2023
Q1 		$854K Buy
16,649
+7,668
+85% +$388K 0.05% 288
2022
Q4 		$458K Buy
+8,981
New +$440K 0.03% 397
2018
Q4 		– Sell
-1,398
Closed -$74K – 607
2018
Q3 		$74K Hold
1,398
– – 0.01% 460
2018
Q2 		$74K Hold
1,398
– – 0.01% 425
2018
Q1 		$75K Buy
+1,398
New +$75.3K 0.01% 395

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

Chicago Partners Investment Group's IGIB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 13% in Q2 2026, buying an estimated $2.14M and bringing the position to 341,081 shares worth $17.8M. The position accounts for 0.36% of the portfolio, ranked #60.

Chicago Partners Investment Group first reported a position in IGIB in Q1 2018 and has held it in 18 quarters since. 708 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Chicago Partners Investment Group held 341,081 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $17.8M as of Q2 2026.
  • Chicago Partners Investment Group bought 40,331 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $2.14M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.36% of Chicago Partners Investment Group's portfolio in Q2 2026, its #60 holding.
  • Chicago Partners Investment Group first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2018 and has held it in 18 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.