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Diversified Portfolios Inc’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Diversified Portfolios Inc’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 		$2.4M Buy
45,075
+18,173
+68% +$966K 0.17% 73
2026
Q1 		$1.43M Buy
26,902
+2,887
+12% +$155K 0.12% 83
2025
Q4 		$1.29M Buy
24,015
+380
+2% +$20.5K 0.11% 86
2025
Q3 		$1.28M Sell
23,635
-1,277
-5% -$68.3K 0.11% 80
2025
Q2 		$1.33M Sell
24,912
-739
-3% -$38.6K 0.13% 75
2025
Q1 		$1.35M Sell
25,651
-3,244
-11% -$168K 0.14% 72
2024
Q4 		$1.49M Buy
28,895
+5,696
+25% +$298K 0.16% 68
2024
Q3 		$1.25M Hold
23,199
– – 0.14% 70
2024
Q2 		$1.19M Sell
23,199
-6
-0% -$305 0.16% 70
2024
Q1 		$1.2M Buy
23,205
+2,155
+10% +$111K 0.17% 64
2023
Q4 		$1.09M Buy
21,050
+16,480
+361% +$815K 0.17% 63
2023
Q3 		$222K Buy
+4,570
New +$228K 0.04% 113
2023
Q1 		– Sell
-41,250
Closed -$2.04M – 138
2022
Q4 		$2.04M Buy
41,250
+7,050
+21% +$346K 0.47% 32
2022
Q3 		$1.65M Buy
+34,200
New +$1.75M 0.44% 36

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

Diversified Portfolios Inc's IGIB Position: Q2 2026 in Review

Diversified Portfolios Inc increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 68% in Q2 2026, buying an estimated $966K and bringing the position to 45,075 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #73.

Diversified Portfolios Inc first reported a position in IGIB in Q3 2022 and has held it in 14 quarters since. 709 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

  • Diversified Portfolios Inc held 45,075 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.4M as of Q2 2026.
  • Diversified Portfolios Inc bought 18,173 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $966K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.17% of Diversified Portfolios Inc's portfolio in Q2 2026, its #73 holding.
  • Diversified Portfolios Inc first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 709 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.