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COMPASS FINANCIAL MANAGEMENT LLC’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$10K Buy
+189
New +$10K ﹤0.01% 1055

Other funds holding IGIB

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

COMPASS FINANCIAL MANAGEMENT LLC's IGIB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q2 2026: 189 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

595 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 189 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $10K as of Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1055 holding.
  • 595 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.