Creative Planning’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
217,887
+76,735
| +54% | +$4.13M | 0.01% | 629 |
|
|
2025
Q4 | $7.61M | Buy |
141,152
+3,670
| +3% | +$198K | 0.01% | 737 |
|
|
2025
Q3 | $7.44M | Sell |
137,482
-6,697
| -5% | -$358K | 0.01% | 690 |
|
|
2025
Q2 | $7.68M | Buy |
144,179
+12,306
| +9% | +$642K | 0.01% | 599 |
|
|
2025
Q1 | $6.93M | Sell |
131,873
-6,289
| -5% | -$327K | 0.01% | 600 |
|
|
2024
Q4 | $7.12M | Buy |
138,162
+959
| +0.7% | +$50.2K | 0.01% | 552 |
|
|
2024
Q3 | $7.37M | Sell |
137,203
-5,611
| -4% | -$296K | 0.01% | 527 |
|
|
2024
Q2 | $7.32M | Sell |
142,814
-802
| -0.6% | -$40.8K | 0.01% | 506 |
|
|
2024
Q1 | $7.41M | Buy |
143,616
+54,721
| +62% | +$2.81M | 0.01% | 485 |
|
|
2023
Q4 | $4.62M | Sell |
88,895
-7,755
| -8% | -$383K | 0.01% | 586 |
|
|
2023
Q3 | $4.7M | Buy |
96,650
+79,026
| +448% | +$3.93M | 0.01% | 553 |
|
|
2023
Q2 | $891K | Buy |
17,624
+1,289
| +8% | +$65.5K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $838K | Buy |
16,335
+4,031
| +33% | +$204K | ﹤0.01% | 1165 |
|
|
2022
Q4 | $609K | Buy |
12,304
+1,704
| +16% | +$83.5K | ﹤0.01% | 1319 |
|
|
2022
Q3 | $512K | Sell |
10,600
-833
| -7% | -$42.6K | ﹤0.01% | 1323 |
|
|
2022
Q2 | $584K | Sell |
11,433
-4,239
| -27% | -$221K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $860K | Buy |
15,672
+4,172
| +36% | +$237K | ﹤0.01% | 1057 |
|
|
2021
Q4 | $682K | Buy |
11,500
+5,218
| +83% | +$311K | ﹤0.01% | 1137 |
|
|
2021
Q3 | $377K | Sell |
6,282
-2,734
| -30% | -$166K | ﹤0.01% | 1456 |
|
|
2021
Q2 | $546K | Sell |
9,016
-1,277
| -12% | -$76.4K | ﹤0.01% | 1230 |
|
|
2021
Q1 | $610K | Buy |
10,293
+47
| +0.5% | +$2.84K | ﹤0.01% | 1295 |
|
|
2020
Q4 | $633K | Buy |
10,246
+4,209
| +70% | +$257K | ﹤0.01% | 1180 |
|
|
2020
Q3 | $367K | Buy |
+6,037
| New | +$368K | ﹤0.01% | 1290 |
|
|
2020
Q1 | – | Sell |
-3,743
| Closed | -$217K | – | 1977 |
|
|
2019
Q4 | $217K | Buy |
+3,743
| New | +$217K | ﹤0.01% | 1584 |
|
|
2017
Q3 | – | Sell |
-5,960
| Closed | -$327K | – | 2744 |
|
|
2017
Q2 | $327K | Buy |
5,960
+4,282
| +255% | +$235K | ﹤0.01% | 1238 |
|
|
2017
Q1 | $91K | Sell |
1,678
-1,796
| -52% | -$97.5K | ﹤0.01% | 2020 |
|
|
2016
Q4 | $188K | Buy |
3,474
+916
| +36% | +$50.1K | ﹤0.01% | 1440 |
|
|
2016
Q3 | $142K | Buy |
2,558
+1,506
| +143% | +$83.9K | ﹤0.01% | 1612 |
|
|
2016
Q2 | $59K | Buy |
1,052
+288
| +38% | +$15.8K | ﹤0.01% | 2022 |
|
|
2016
Q1 | $42K | Sell |
764
-210
| -22% | -$11.3K | ﹤0.01% | 2220 |
|
|
2015
Q4 | $52K | Sell |
974
-90
| -8% | -$4.87K | ﹤0.01% | 2089 |
|
|
2015
Q3 | $58K | Buy |
+1,064
| New | +$57.7K | ﹤0.01% | 1936 |
|
|
2015
Q2 | – | Sell |
-5,166
| Closed | -$286K | – | 1981 |
|
|
2015
Q1 | $286K | Buy |
5,166
+2,762
| +115% | +$152K | ﹤0.01% | 1021 |
|
|
2014
Q4 | $131K | Sell |
2,404
-68
| -3% | -$3.73K | ﹤0.01% | 1399 |
|
|
2014
Q3 | $135K | Buy |
2,472
+1,924
| +351% | +$106K | ﹤0.01% | 1283 |
|
|
2014
Q2 | $30K | Sell |
548
-882
| -62% | -$48.4K | ﹤0.01% | 2223 |
|
|
2014
Q1 | $78K | Sell |
1,430
-2,298
| -62% | -$125K | ﹤0.01% | 1539 |
|
|
2013
Q4 | $201K | Buy |
3,728
+3,320
| +814% | +$180K | ﹤0.01% | 860 |
|
|
2013
Q3 | $22K | Hold |
408
| – | – | ﹤0.01% | 2034 |
|
|
2013
Q2 | $22K | Buy |
+408
| New | +$22.5K | ﹤0.01% | 1867 |
|
Other funds holding IGIB
OCM
AC
Creative Planning's IGIB Position: Q1 2026 in Review
Creative Planning increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 54% in Q1 2026, buying an estimated $4.13M and bringing the position to 217,887 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #629.
Creative Planning first reported a position in IGIB in Q2 2013 and has held it in 40 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.
- Creative Planning held 217,887 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $11.6M as of Q1 2026.
- Creative Planning bought 76,735 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $4.13M.
- iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #629 holding.
- Creative Planning first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 40 quarters since.
- 705 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.