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

Cyndeo 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
Q1 		$20.5M Buy
385,063
+27,011
+8% +$1.45M 1.08% 16
2025
Q4 		$19.3M Buy
358,052
+11,122
+3% +$601K 1.04% 22
2025
Q3 		$18.8M Sell
346,930
-1,102
-0.3% -$58.9K 1.04% 22
2025
Q2 		$18.5M Buy
348,032
+3,349
+1% +$175K 1.1% 15
2025
Q1 		$18.1M Buy
344,683
+28,225
+9% +$1.47M 1.19% 15
2024
Q4 		$16.3M Buy
316,458
+7,668
+2% +$402K 1.1% 18
2024
Q3 		$16.6M Buy
308,790
+300,800
+3,765% +$15.9M 1.16% 18
2024
Q2 		$410K Sell
7,990
-415
-5% -$21.1K 0.03% 298
2024
Q1 		$434K Sell
8,405
-2,287
-21% -$118K 0.04% 273
2023
Q4 		$556K Buy
10,692
+2,037
+24% +$101K 0.05% 238
2023
Q3 		$421K Buy
+8,655
New +$431K 0.04% 235

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Cyndeo Wealth Partners's IGIB Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 7.5% in Q1 2026, buying an estimated $1.45M and bringing the position to 385,063 shares worth $20.5M. The position accounts for 1.08% of the portfolio, ranked #16.

Cyndeo Wealth Partners first reported a position in IGIB in Q3 2023 and has held it in 11 quarters since. 705 funds tracked by Wall St. Rank hold IGIB as of Q1 2026.

  • Cyndeo Wealth Partners held 385,063 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $20.5M as of Q1 2026.
  • Cyndeo Wealth Partners bought 27,011 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $1.45M.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 1.08% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2023 and has held it in 11 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 Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.